Decision Point Financial, LLC Purchases in Q4 2024

Decision Point Financial, LLC

  • $326 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
383
+ 7.5%
N/A
5.49K $0
Dimensional ETF Trust
403
+ 24.41%
N/A
2.05K $0
BCE
Bce Inc

Communication Services
35
New
$22.53 - $34.84 $789 - $1.22K
35 $0
CAR
Avis Budget Group, Inc.

Industrials
2
New
$77.44 - $109.07 $155 - $218
2 $0
GAB
Gabelli Equity Trust Inc

Financial Services
170
New
$5.36 - $5.83 $911 - $991
170 $0
Ishares Bitcoin Trust ETF
2.9K
New
N/A
2.9K $0
Luminar Technologies Inc
133
New
N/A
133 $0
AVUV
American Centy ETF Tr Avantis

ETFs
3
New
$94.37 - $106.41 $283 - $319
3 $0
ADNT
Adient PLC

Consumer Cyclical
8
New
$16.85 - $22.74 $135 - $182
8 $0
NIO
Nio Inc.

Consumer Cyclical
100
New
$4.31 - $7.21 $431 - $721
100 $0
KRP
Kimbell Royalty Partners, LP

Energy
8
+ 2.57%
$15.38 - $16.83 $123 - $135
319 $5K
DSX
Diana Shipping Inc.

Industrials
9
+ 0.53%
$1.74 - $2.54 $15.7 - $22.9
1.72K $3K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.27%
$442.29 - $483.08 $442 - $483
366 $165K
COOK
Traeger, Inc.

Consumer Cyclical
7
+ 0.58%
$2.34 - $3.58 $16.4 - $25.1
1.22K $2K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.49%
$25.15 - $27.57 $126 - $138
1.02K $25K
DISV
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.61%
$26.18 - $28.77 $288 - $316
1.82K $48K
PFE
Pfizer Inc

Healthcare
100
+ 3.61%
$24.8 - $30.19 $2.48K - $3.02K
2.87K $76K
AMD
Advanced Micro Devices Inc

Technology
10
+ 2.44%
$118.88 - $172.8 $1.19K - $1.73K
419 $50K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
661
+ 0.61%
$49.58 - $50.28 $32.8K - $33.2K
110K $5.46M
DFAE
Dimensional ETF Tr

ETFs
10.7K
+ 5.18%
$25.36 - $28.15 $271K - $301K
217K $5.51M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
66.4K
+ 96.5%
$22.02 - $46.16 $1.46M - $3.07M
135K $2.98M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.82K
+ 4.9%
$22.72 - $25.76 $200K - $227K
189K $4.39M
VNQ
Vanguard Specialized Funds Van

ETFs
7.99K
+ 4.43%
$87.85 - $98.6 $702K - $788K
188K $16.8M
DFAI
Dimensional ETF Tr

ETFs
23.7K
+ 3.67%
$29.0 - $31.6 $688K - $749K
670K $19.6M
Activity Summary
Buys All Purchases 75 New Holdings 34 Increased Positions 41 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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