Stone Point Wealth LLC Dimensional ETF Tr Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 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 31,391 shares of DFAI stock, worth $1.06 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
31,391
Previous 30,990 1.29%
Holding current value
$1.06 Million
Previous $904,000 8.41%
% of portfolio
0.34%
Previous 0.31%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
646
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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