Decision Point Financial, LLC Dimensional ETF Tr Transaction History
Decision Point Financial, LLC
- $258 Million
- Q1 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Decision Point Financial, LLC holds 11,847 shares of DFAU stock, worth $444,144. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,847
Previous 15,449
23.32%
Holding current value
$444,144
Previous $513,000
15.79%
% of portfolio
0.17%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$157 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$156 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$138 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$121 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$100 Million25.27% of portfolio