X0202
13F-HR
LIVE
false
false
false
0001594417
XXXXXXXX
03-31-2026
03-31-2026
Beta Wealth Group, Inc.
11421 W BERNARDO COURT
SAN DIEGO
CA
92127
13F COMBINATION REPORT
028-15678
0001539204
028-18152
Crossmark Global Holdings, Inc.
0000354204
028-01186
DIMENSIONAL FUND ADVISORS LP
N
Romy M Brown
Chief Operations and Compliance Officer
8582073377
Romy M Brown
San Diego
CA
05-07-2026
2
117
241681797
false
1
0001539204
028-18152
Crossmark Global Holdings, Inc.
2
0000354204
028-01186
DIMENSIONAL FUND ADVISORS LP