Decision Point Financial, LLC Dimensional ETF Tr Transaction History
Decision Point Financial, LLC
- $326 Million
- Q4 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Decision Point Financial, LLC holds 19,426 shares of DFAX stock, worth $505,270. This represents 0.15% of its overall portfolio holdings.
Number of Shares
19,426
Previous 19,995
2.85%
Holding current value
$505,270
Previous $540,000
10.74%
% of portfolio
0.15%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
557Shares Held
242MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$217 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$197 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio