Stone Point Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 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 51,732 shares of DFUV stock, worth $2.02 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
51,732
Previous 51,732
-0.0%
Holding current value
$2.02 Million
Previous $1.93 Million
9.87%
% of portfolio
0.75%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio