Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $343 Million
- Q1 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 1,081,724 shares of DFIC stock, worth $33.1 Million. This represents 8.77% of its overall portfolio holdings.
Number of Shares
1,081,724
Previous 947,883
14.12%
Holding current value
$33.1 Million
Previous $24.5 Million
22.6%
% of portfolio
8.77%
Previous 7.51%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio