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 769,676 shares of DFIC stock, worth $20.2 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
769,676
Previous 676,667
13.75%
Holding current value
$20.2 Million
Previous $17.8 Million
21.75%
% of portfolio
6.87%
Previous 6.23%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
361Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$709 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$676 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$414 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio