Decision Point Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Decision Point Financial, LLC
- $326 Million
- Q4 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Decision Point Financial, LLC holds 2,998,798 shares of DFAC stock, worth $108 Million. This represents 31.78% of its overall portfolio holdings.
Number of Shares
2,998,798
Previous 2,859,760
4.86%
Holding current value
$108 Million
Previous $98.1 Million
5.81%
% of portfolio
31.78%
Previous 31.11%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio