Stone Point Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 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 105,136 shares of DFAC stock, worth $3.6 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
105,136
Previous 97,060
8.32%
Holding current value
$3.6 Million
Previous $3.1 Million
9.29%
% of portfolio
1.23%
Previous 1.09%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio