Stone Point Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Stone Point Wealth LLC holds 7,107 shares of DFAS stock, worth $395,717. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,107
Previous 6,737
5.49%
Holding current value
$395,717
Previous $436,000
5.96%
% of portfolio
0.16%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
789Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio