Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Decision Point Financial, LLC holds 180,034 shares of DFAR stock, worth $4.54 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
180,034
Previous 180,522
0.27%
Holding current value
$4.54 Million
Previous $3.99 Million
15.72%
% of portfolio
1.46%
Previous 1.4%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.3 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.3 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.4 Million2.99% of portfolio