Decision Point Financial, LLC Dimensional ETF Tr Transaction History

Decision Point Financial, LLC

$315 Million
Q3 2024

A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Decision Point Financial, LLC holds 206,584 shares of DFAE stock, worth $5.57 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

206,584

Previous 212,146 2.62%

Holding current value

$5.57 Million

Previous $5.49 Million 3.17%

% of portfolio

1.8%

Previous 1.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$24.46 - $27.82 $136,046 - $154,734	-5,562 Reduced 2.62%	206,584 $5.66 Million
Q2 2024 Aug 09, 2024	BUY	$24.03 - $26.3 $101,791 - $111,406	4,236 Added 2.04%	212,146 $5.49 Million
Q1 2024 Apr 30, 2024	BUY	$22.74 - $24.88 $107,901 - $118,055	4,745 Added 2.34%	207,910 $5.14 Million
Q4 2023 Jan 30, 2024	BUY	$21.63 - $24.11 $2,076 - $2,314	96 Added 0.05%	203,165 $4.9 Million
Q3 2023 Oct 26, 2023	SELL	$22.43 - $24.83 $77,585 - $85,886	-3,459 Reduced 1.67%	203,069 $4.58 Billion
Q2 2023 Sep 26, 2023	BUY	$22.38 - $24.3 $518,813 - $563,322	23,182 Added 12.64%	206,528 $4.85 Billion
Q1 2023 Sep 26, 2023	BUY	$21.78 - $24.36 $211,505 - $236,559	9,711 Added 5.59%	183,346 $4.22 Billion
Q4 2022 Sep 26, 2023	BUY	$19.67 - $22.73 $3.42 Million - $3.95 Million	173,635 New	173,635 $3.81 Billion

Others Institutions Holding DFAE

# of Institutions

464

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Decision Point Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Decision Point Financial, LLC with notifications on news.

Account

Decision Point Financial, LLC Dimensional ETF Tr Transaction History