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 1,812 shares of DISV stock, worth $49,467. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,812
Previous 1,804
0.44%
Holding current value
$49,467
Previous $48,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$229 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.5 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.9 Million1.2% of portfolio