Number of Shares
347,698.00
Current Holdings Value*
$20.77 Mil
% of Portfolio
6.03%
Total Estimate Gain
$3.37 Mil
% of Total Estimate Gain
17.36%

DecisionPoint Financial, LLC's Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, DecisionPoint Financial, LLC held 347,698.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $20.77 Mil. This investment constitutes 6.03% of their stock portfolio, and DecisionPoint Financial, LLC now holds 0.22% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2022Q4. And since then DecisionPoint Financial, LLC has made 9 purchases of DFAS, at an average price of $55.89, for a total of 347,698.00 shares. Based on historical transaction data and DFAS's current price of $65.59, DecisionPoint Financial, LLC's estimated gain on his DFAS holdings is $3.37 Mil, reflecting a 17.36% gain to date.

DecisionPoint Financial, LLC DFAS ($65.59) Holding Chart

DecisionPoint Financial, LLC DFAS ($65.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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