Decision Point Financial, LLC Dimensional ETF Tr Short Durat Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Decision Point Financial, LLC holds 486 shares of DFSD stock, worth $22,754. This represents 0.01% of its overall portfolio holdings.
Number of Shares
486
Previous 486
-0.0%
Holding current value
$22,754
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio