Shore Point Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Shore Point Advisors, LLC
- $214 Million
- Q3 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shore Point Advisors, LLC holds 7,292 shares of DFIC stock, worth $243,406. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,292
Previous 7,354
0.84%
Holding current value
$243,406
Previous $228,000
4.82%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio