Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $285 Million
- Q2 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 676,667 shares of DFIC stock, worth $19.1 Million. This represents 6.23% of its overall portfolio holdings.
Number of Shares
676,667
Previous 421,408
60.57%
Holding current value
$19.1 Million
Previous $11.3 Million
57.82%
% of portfolio
6.23%
Previous 4.36%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$671 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$658 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$430 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$162 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$133 Million16.75% of portfolio