Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $326 Million
- Q4 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Decision Point Financial, LLC holds 1,823 shares of DISV stock, worth $50,004. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,823
Previous 1,812
0.61%
Holding current value
$50,004
Previous $52,000
7.69%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
290Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio