Stone Point Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Stone Point Wealth LLC
- $291 Million
- Q1 2025
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 $412,843. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,737
Previous 7,107
5.21%
Holding current value
$412,843
Previous $462,000
12.99%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$489 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$329 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio