Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $418 Million
- Q3 2025
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 2,952 shares of DISV stock, worth $106,035. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,952
Previous 2,198
34.3%
Holding current value
$106,035
Previous $72,000
45.83%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio