Stone Point Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History
Stone Point Wealth LLC
- $318 Million
- Q2 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 46,692 shares of DFUV stock, worth $2.1 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
46,692
Previous 49,960
6.54%
Holding current value
$2.1 Million
Previous $2.06 Million
4.08%
% of portfolio
0.62%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
746Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio