Decision Point Financial, LLC Dimensional ETF Tr Short Durat Transaction History
Decision Point Financial, LLC
- $258 Million
- Q1 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Decision Point Financial, LLC holds 1,597 shares of DFSD stock, worth $75,346. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,597
Previous 1,597
-0.0%
Holding current value
$75,346
Previous $75,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio