Stone Point Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Stone Point Wealth LLC holds 49,960 shares of DFUV stock, worth $2.03 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

49,960

Previous 50,225 0.53%

Holding current value

$2.03 Million

Previous $2.06 Million 0.15%

% of portfolio

0.71%

Previous 0.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$39.96 - $43.3 $10,589 - $11,474	-265 Reduced 0.53%	49,960 $2.06 Million
Q4 2024 Jan 28, 2025	SELL	$40.38 - $44.35 $44,700 - $49,095	-1,107 Reduced 2.16%	50,225 $2.06 Million
Q3 2024 Oct 31, 2024	SELL	$38.51 - $41.69 $15,404 - $16,676	-400 Reduced 0.77%	51,332 $2.14 Million
Q3 2023 Oct 25, 2023	BUY	$33.83 - $36.19 $150,475 - $160,973	4,448 Added 9.41%	51,732 $1.76 Million
Q2 2023 Jul 25, 2023	BUY	$32.32 - $34.5 $51,097 - $54,544	1,581 Added 3.46%	47,284 $1.63 Million
Q2 2022 Jul 19, 2022	BUY	$30.92 - $35.31 $1.41 Million - $1.61 Million	45,703 New	45,703 $1.44 Million

Others Institutions Holding DFUV

# of Institutions

729

Shares Held

274M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Stone Point Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History