Stone Point Wealth LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,161 shares of DFAT stock, worth $611,287. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,161
Previous 11,861 5.9%
Holding current value
$611,287
Previous $620,000 2.1%
% of portfolio
0.21%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$49.45 - $54.43 $34,615 - $38,101
-700 Reduced 5.9%
11,161 $607,000
Q4 2023

Jan 26, 2024
BUY
$42.71 - $53.09 $141,669 - $176,099
3,317 Added 38.82%
11,861 $620,000
Q3 2023

Oct 25, 2023
BUY
$45.07 - $49.71 $31,549 - $34,797
700 Added 8.92%
8,544 $390,000
Q2 2023

Jul 25, 2023
BUY
$41.44 - $46.39 $79,274 - $88,744
1,913 Added 32.25%
7,844 $363,000
Q4 2021

Feb 10, 2022
BUY
$44.48 - $49.36 $263,810 - $292,754
5,931 New
5,931 $282,000

Others Institutions Holding DFAT

# of Institutions
632
Shares Held
153M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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