Stone Point Wealth LLC Dimensional ETF Tr Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stone Point Wealth LLC holds 8,768 shares of DFAI stock, worth $325,205. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,768

Previous 34,876 74.86%

Holding current value

$325,205

Previous $1.21 Million 73.61%

% of portfolio

0.09%

Previous 0.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$34.05 - $36.55 $888,977 - $954,247	-26,108 Reduced 74.86%	8,768 $318,000
Q2 2025 Jul 17, 2025	BUY	$28.02 - $34.71 $97,649 - $120,964	3,485 Added 11.1%	34,876 $1.21 Million
Q1 2025 Apr 24, 2025	BUY	$28.88 - $32.4 $11,580 - $12,992	401 Added 1.29%	31,391 $980,000
Q4 2024 Jan 28, 2025	BUY	$29.0 - $31.6 $38,164 - $41,585	1,316 Added 4.43%	30,990 $904,000
Q3 2024 Oct 31, 2024	BUY	$28.69 - $32.06 $68,798 - $76,879	2,398 Added 8.79%	29,674 $943,000

Q2 2024 Jul 30, 2024	BUY	$28.93 - $30.91 $37,666 - $40,244	1,302 Added 5.01%	27,276 $809,000
Q1 2024 May 01, 2024	BUY	$27.74 - $30.27 $50,098 - $54,667	1,806 Added 7.47%	25,974 $784,000
Q4 2023 Jan 26, 2024	BUY	$24.88 - $28.69 $55,283 - $63,749	2,222 Added 10.12%	24,168 $692,000
Q3 2023 Oct 25, 2023	BUY	$26.0 - $28.17 $54,964 - $59,551	2,114 Added 10.66%	21,946 $573,000
Q2 2023 Jul 25, 2023	BUY	$26.46 - $28.05 $9,552 - $10,126	361 Added 1.85%	19,832 $541,000
Q1 2023 Apr 20, 2023	BUY	$25.21 - $27.45 $29,117 - $31,704	1,155 Added 6.31%	19,471 $524,000
Q4 2022 Jan 20, 2023	SELL	$21.47 - $25.85 $6,247 - $7,522	-291 Reduced 1.56%	18,316 $0
Q3 2022 Nov 03, 2022	BUY	$21.44 - $25.78 $2,379 - $2,861	111 Added 0.6%	18,607 $401,000
Q2 2022 Jul 19, 2022	SELL	$23.87 - $28.49 $36,401 - $43,447	-1,525 Reduced 7.62%	18,496 $446,000
Q1 2022 Apr 29, 2022	BUY	$25.94 - $30.08 $35,148 - $40,758	1,355 Added 7.26%	20,021 $565,000
Q4 2021 Feb 10, 2022	BUY	$28.27 - $30.4 $527,687 - $567,446	18,666 New	18,666 $551,000

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Stone Point Wealth LLC Dimensional ETF Tr Transaction History