Decision Point Financial, LLC Dimensional ETF Tr Transaction History
Decision Point Financial, LLC
- $326 Million
- Q4 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 669,871 shares of DFAI stock, worth $21.6 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
669,871
Previous 646,153
3.67%
Holding current value
$21.6 Million
Previous $20.5 Million
4.74%
% of portfolio
5.99%
Previous 6.51%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$193 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$180 Million17.39% of portfolio