Decision Point Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Decision Point Financial, LLC holds 508,486 shares of DFCF stock, worth $21.4 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
508,486
Previous 491,515
3.45%
Holding current value
$21.4 Million
Previous $20.4 Million
7.56%
% of portfolio
6.97%
Previous 7.15%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio