Stone Point Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
A detailed history of Stone Point Wealth LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Stone Point Wealth LLC holds 6,737 shares of DFAS stock, worth $402,737. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,737
Previous 6,737
-0.0%
Holding current value
$402,737
Previous $401,000
4.49%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio