Decision Point Financial, LLC Dimensional ETF Tr Short Durat Transaction History
Decision Point Financial, LLC
- $285 Million
- Q2 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Decision Point Financial, LLC holds 486 shares of DFSD stock, worth $23,133. This represents 0.01% of its overall portfolio holdings.
Number of Shares
486
Previous 1,597
69.57%
Holding current value
$23,133
Previous $75,000
70.67%
% of portfolio
0.01%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.9 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio