Shore Point Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Shore Point Advisors, LLC
- $197 Million
- Q2 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 40,381 shares of DFIS stock, worth $1.29 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
40,381
Previous 39,750
1.59%
Holding current value
$1.29 Million
Previous $1.03 Million
17.23%
% of portfolio
0.61%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
275Shares Held
85.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$598 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$399 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$107 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93.8 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$91.4 Million1.31% of portfolio