Stone Point Wealth LLC Dimensional ETF Tr Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stone Point Wealth LLC holds 133,737 shares of DFIV stock, worth $5.08 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
133,737
Previous 129,978
2.89%
Holding current value
$5.08 Million
Previous $4.78 Million
0.63%
% of portfolio
1.75%
Previous 1.69%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio