Stone Point Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Stone Point Wealth LLC
- $318 Million
- Q2 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 $463,909. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,737
Previous 6,737
-0.0%
Holding current value
$463,909
Previous $402,000
6.72%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
849Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio