Decision Point Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History
Decision Point Financial, LLC
- $326 Million
- Q4 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Decision Point Financial, LLC holds 543,309 shares of DFCF stock, worth $22.7 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
543,309
Previous 508,486
6.85%
Holding current value
$22.7 Million
Previous $22 Million
2.32%
% of portfolio
6.88%
Previous 6.97%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio