Stone Point Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Stone Point Wealth LLC holds 8,996 shares of DFIS stock, worth $233,536. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,996
Previous 9,246
2.7%
Holding current value
$233,536
Previous $248,000
11.29%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$460 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$322 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$277 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.1 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.6 Million3.04% of portfolio