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 7,361 shares of DFSV stock, worth $231,135. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,361
Previous 7,281
1.1%
Holding current value
$231,135
Previous $214,000
9.35%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio