Stone Point Wealth LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,500 shares of DFAT stock, worth $607,085. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,500

Previous 11,399 0.89%

Holding current value

$607,085

Previous $634,000 6.62%

% of portfolio

0.2%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$50.44 - $58.1 $5,094 - $5,868	101 Added 0.89%	11,500 $592,000
Q4 2024 Jan 28, 2025	SELL	$54.54 - $61.04 $4,090 - $4,578	-75 Reduced 0.65%	11,399 $634,000
Q3 2024 Oct 31, 2024	BUY	$51.0 - $57.07 $15,963 - $17,862	313 Added 2.8%	11,474 $638,000
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

771

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Stone Point Wealth LLC Dimensional ETF Tr U S Target Transaction History