Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $258 Million
- Q1 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 172,149 shares of DFAR stock, worth $3.8 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
172,149
Previous 124,454
38.32%
Holding current value
$3.8 Million
Previous $2.83 Million
36.04%
% of portfolio
1.49%
Previous 1.21%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.5 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.3 Million2.99% of portfolio