Stone Point Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
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 122,778 shares of DFAC stock, worth $4.32 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
122,778
Previous 124,017
1.0%
Holding current value
$4.32 Million
Previous $4.25 Million
0.09%
% of portfolio
1.44%
Previous 1.39%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio