Decision Point Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Decision Point Financial, LLC holds 2,859,760 shares of DFAC stock, worth $100 Million. This represents 31.11% of its overall portfolio holdings.
Number of Shares
2,859,760
Previous 2,731,921
4.68%
Holding current value
$100 Million
Previous $88.1 Million
11.34%
% of portfolio
31.11%
Previous 30.87%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio