Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $381 Million
- Q2 2025
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 1,115,611 shares of DFIC stock, worth $36.6 Million. This represents 9.11% of its overall portfolio holdings.
Number of Shares
1,115,611
Previous 1,081,724
3.13%
Holding current value
$36.6 Million
Previous $30 Million
15.46%
% of portfolio
9.11%
Previous 8.77%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
523Shares Held
301MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio