Stone Point Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

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 7,014 shares of DFIS stock, worth $223,816. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,014
Previous 8,922 21.39%
Holding current value
$223,816
Previous $230,000 9.13%
% of portfolio
0.07%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$23.2 - $29.84 $44,265 - $56,934
-1,908 Reduced 21.39%
7,014 $209,000
Q1 2025

Apr 24, 2025
SELL
$23.92 - $26.89 $1,770 - $1,989
-74 Reduced 0.82%
8,922 $230,000
Q4 2024

Jan 28, 2025
SELL
$24.25 - $26.7 $6,062 - $6,675
-250 Reduced 2.7%
8,996 $220,000
Q3 2024

Oct 31, 2024
SELL
$24.06 - $26.97 $2,333 - $2,616
-97 Reduced 1.04%
9,246 $248,000
Q1 2024

May 01, 2024
SELL
$23.13 - $25.1 $601 - $652
-26 Reduced 0.28%
9,343 $234,000
Q4 2023

Jan 26, 2024
BUY
$20.55 - $24.23 $2,445 - $2,883
119 Added 1.29%
9,369 $226,000
Q3 2023

Oct 25, 2023
BUY
$21.81 - $23.89 $201,742 - $220,982
9,250 New
9,250 $202,000

Others Institutions Holding DFIS

# of Institutions
275
Shares Held
85.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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