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 67,122 shares of DFIS stock, worth $2.11 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
67,122
Previous 40,381
66.22%
Holding current value
$2.11 Million
Previous $1.2 Million
76.33%
% of portfolio
0.99%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio