Stone Point Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
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 51,332 shares of DFUV stock, worth $2.1 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
51,332
Previous 51,732
0.77%
Holding current value
$2.1 Million
Previous $2.03 Million
5.37%
% of portfolio
0.7%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio