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 $6.62 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
195,629
Previous 61,094
220.21%
Holding current value
$6.62 Million
Previous $1.81 Million
243.1%
% of portfolio
1.53%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$634 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$251 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$237 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$226 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$193 Million18.44% of portfolio