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 13,589 shares of DFAU stock, worth $565,030. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,589
Previous 13,270
2.4%
Holding current value
$565,030
Previous $526,000
4.56%
% of portfolio
0.17%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
445Shares Held
2.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio