Black Point Wealth Management Dimensional ETF Tr Dimensional Transaction History
Black Point Wealth Management
- $86.4 Billion
- Q4 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Black Point Wealth Management holds 15,222 shares of DFIC stock, worth $428,651. This represents 0.46% of its overall portfolio holdings.
Number of Shares
15,222
Previous 10,524
44.64%
Holding current value
$428,651
Previous $296 Million
32.85%
% of portfolio
0.46%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio