Waypoint Capital Advisors, LLC Dimensional ETF Tr Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 195,629 shares of DFAI stock, worth $6.89 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
195,629
Previous 61,094
220.21%
Holding current value
$6.89 Million
Previous $1.81 Million
243.1%
% of portfolio
1.53%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
675Shares Held
243MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$660 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$326 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$247 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$233 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$201 Million18.44% of portfolio