Stone Point Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 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 9,343 shares of DFIS stock, worth $248,243. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,343
Previous 9,343
-0.0%
Holding current value
$248,243
Previous $234,000
1.71%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
185Shares Held
61.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$569 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$173 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$110 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.4 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.2 Million3.04% of portfolio