Stone Point Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 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 45,274 shares of DFUV stock, worth $2.04 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
45,274
Previous 46,692
3.04%
Holding current value
$2.04 Million
Previous $1.97 Million
2.48%
% of portfolio
0.58%
Previous 0.62%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio