Decision Point Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History
Decision Point Financial, LLC
- $258 Million
- Q1 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Decision Point Financial, LLC holds 466,936 shares of DFCF stock, worth $19.4 Million. This represents 7.58% of its overall portfolio holdings.
Number of Shares
466,936
Previous 431,793
8.14%
Holding current value
$19.4 Million
Previous $18.3 Million
6.99%
% of portfolio
7.58%
Previous 7.86%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$413 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$289 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$109 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$94.3 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78 Million1.26% of portfolio