Stone Point Wealth LLC Dimensional ETF Tr Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 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 140,546 shares of DFIV stock, worth $5.12 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
140,546
Previous 133,737 5.09%
Holding current value
$5.12 Million
Previous $4.81 Million 11.34%
% of portfolio
1.75%
Previous 1.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
558
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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