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 $22,982. This represents 0.01% of its overall portfolio holdings.
Number of Shares
486
Previous 486
-0.0%
Holding current value
$22,982
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
45.5MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.5 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.3 Million16.69% of portfolio