Black Point Wealth Management Dimensional ETF Tr Dimensional Transaction History
Black Point Wealth Management
- $86.4 Billion
- Q4 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Black Point Wealth Management holds 15,222 shares of DFIC stock, worth $407,949. This represents 0.46% of its overall portfolio holdings.
Number of Shares
15,222
Previous 10,524
44.64%
Holding current value
$407,949
Previous $296 Million
32.85%
% of portfolio
0.46%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
386Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio