Shore Point Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Shore Point Advisors, LLC
- $270 Million
- Q4 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shore Point Advisors, LLC holds 344,482 shares of DFIS stock, worth $10.8 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
344,482
Previous 67,122
413.22%
Holding current value
$10.8 Million
Previous $2.12 Million
409.8%
% of portfolio
4.0%
Previous 0.99%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
295Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.1MShares$381 Million12.33% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio