Stone Point Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Stone Point Wealth LLC holds 129,383 shares of DFAC stock, worth $4.43 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

129,383

Previous 122,778 5.38%

Holding current value

$4.43 Million

Previous $4.25 Million 0.47%

% of portfolio

1.47%

Previous 1.44%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$32.42 - $36.13 $214,134 - $238,638	6,605 Added 5.38%	129,383 $4.27 Million
Q4 2024 Jan 28, 2025	SELL	$33.92 - $36.6 $42,026 - $45,347	-1,239 Reduced 1.0%	122,778 $4.25 Million
Q3 2024 Oct 31, 2024	BUY	$31.05 - $34.29 $586,255 - $647,429	18,881 Added 17.96%	124,017 $4.25 Million
Q2 2024 Jul 30, 2024	BUY	$30.09 - $32.37 $243,006 - $261,420	8,076 Added 8.32%	105,136 $3.39 Million
Q1 2024 May 01, 2024	BUY	$28.62 - $31.95 $77,817 - $86,872	2,719 Added 2.88%	97,060 $3.1 Million
Q4 2023 Jan 26, 2024	BUY	$24.91 - $29.38 $168,889 - $199,196	6,780 Added 7.74%	94,341 $2.76 Million
Q3 2023 Oct 25, 2023	BUY	$26.05 - $28.22 $328,282 - $355,628	12,602 Added 16.81%	87,561 $2.29 Million
Q2 2023 Jul 25, 2023	BUY	$24.86 - $27.15 $142,795 - $155,949	5,744 Added 8.3%	74,959 $2.04 Million
Q1 2023 Apr 20, 2023	BUY	$24.18 - $26.58 $314,001 - $345,167	12,986 Added 23.09%	69,215 $1.76 Million
Q4 2022 Jan 20, 2023	BUY	$22.49 - $25.81 $259,871 - $298,234	11,555 Added 25.87%	56,229 $0
Q3 2022 Nov 03, 2022	BUY	$22.24 - $26.54 $136,753 - $163,194	6,149 Added 15.96%	44,674 $993,000
Q2 2022 Jul 19, 2022	BUY	$22.75 - $27.77 $88,497 - $108,025	3,890 Added 11.23%	38,525 $898,000
Q1 2022 Apr 29, 2022	BUY	$25.76 - $29.21 $114,039 - $129,312	4,427 Added 14.66%	34,635 $959,000
Q4 2021 Feb 10, 2022	BUY	$26.63 - $29.09 $804,439 - $878,750	30,208 New	30,208 $870,000

Others Institutions Holding DFAC

# of Institutions

1,092

Shares Held

814M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Stone Point Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History