Decision Point Financial, LLC Dimensional ETF Tr U S Small C Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Decision Point Financial, LLC holds 299,129 shares of DFAS stock, worth $19.8 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
299,129
Previous 282,021
6.07%
Holding current value
$19.8 Million
Previous $16.9 Million
14.51%
% of portfolio
6.16%
Previous 5.94%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$743 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$464 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$441 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$325 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio