Stone Point Wealth LLC Dimensional ETF Tr Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
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 25,974 shares of DFAI stock, worth $793,245. This represents 0.28% of its overall portfolio holdings.
Number of Shares
25,974
Previous 24,168
7.47%
Holding current value
$793,245
Previous $692,000
13.29%
% of portfolio
0.28%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
495Shares Held
143MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$186 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$167 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$143 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$118 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$102 Million15.43% of portfolio