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 1,825 shares of DISV stock, worth $62,670. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,825
Previous 1,823
0.11%
Holding current value
$62,670
Previous $48,000
10.42%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio