Stone Point Wealth LLC Dimensional ETF Tr Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

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 160,962 shares of DFIV stock, worth $6.46 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

160,962

Previous 143,249 12.37%

Holding current value

$6.46 Million

Previous $5.08 Million 24.68%

% of portfolio

2.18%

Previous 1.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$35.33 - $40.77 $625,800 - $722,159	17,713 Added 12.37%	160,962 $6.34 Million
Q4 2024 Jan 28, 2025	BUY	$34.86 - $37.97 $94,226 - $102,632	2,703 Added 1.92%	143,249 $5.08 Million
Q3 2024 Oct 31, 2024	BUY	$34.66 - $38.38 $235,999 - $261,329	6,809 Added 5.09%	140,546 $5.35 Million
Q2 2024 Jul 30, 2024	BUY	$35.5 - $38.02 $133,444 - $142,917	3,759 Added 2.89%	133,737 $4.81 Million
Q1 2024 May 01, 2024	BUY	$33.15 - $36.75 $421,369 - $467,129	12,711 Added 10.84%	129,978 $4.78 Million
Q4 2023 Jan 26, 2024	BUY	$30.86 - $34.46 $341,465 - $381,299	11,065 Added 10.42%	117,267 $4.03 Million
Q3 2023 Oct 25, 2023	BUY	$32.1 - $34.42 $238,888 - $256,153	7,442 Added 7.54%	106,202 $3.46 Million
Q2 2023 Jul 25, 2023	BUY	$31.45 - $33.77 $360,668 - $387,274	11,468 Added 13.14%	98,760 $3.24 Million
Q1 2023 Apr 20, 2023	BUY	$30.43 - $33.38 $489,649 - $537,117	16,091 Added 22.6%	87,292 $2.81 Million
Q4 2022 Jan 20, 2023	BUY	$25.88 - $31.1 $144,643 - $173,817	5,589 Added 8.52%	71,201 $0
Q3 2022 Nov 03, 2022	BUY	$25.71 - $30.57 $156,908 - $186,568	6,103 Added 10.26%	65,612 $1.69 Million
Q2 2022 Jul 19, 2022	BUY	$28.66 - $33.84 $395,737 - $467,262	13,808 Added 30.21%	59,509 $1.72 Million
Q1 2022 Apr 29, 2022	BUY	$30.75 - $35.49 $934,000 - $1.08 Million	30,374 Added 198.17%	45,701 $1.55 Million
Q4 2021 Feb 10, 2022	BUY	$31.61 - $34.21 $484,486 - $524,336	15,327 New	15,327 $498,000

Others Institutions Holding DFIV

# of Institutions

663

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Stone Point Wealth LLC Dimensional ETF Tr Transaction History