Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $326 Million
- Q4 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 947,883 shares of DFIC stock, worth $26.2 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
947,883
Previous 769,676
23.15%
Holding current value
$26.2 Million
Previous $21.7 Million
13.13%
% of portfolio
7.51%
Previous 6.87%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$441 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio