Decision Point Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Decision Point Financial, LLC holds 769,676 shares of DFIC stock, worth $20.9 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
769,676
Previous 676,667
13.75%
Holding current value
$20.9 Million
Previous $17.8 Million
21.75%
% of portfolio
6.87%
Previous 6.23%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
353Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$645 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$632 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$427 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio