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 19,426 shares of DFAX stock, worth $500,413. This represents 0.15% of its overall portfolio holdings.
Number of Shares
19,426
Previous 19,995
2.85%
Holding current value
$500,413
Previous $540,000
10.74%
% of portfolio
0.15%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
540Shares Held
238MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$155 Million0.22% of portfolio