Waypoint Capital Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Waypoint Capital Advisors, LLC

  • $377 Million
  • Q1 2024

A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 20,917 shares of DFAS stock, worth $1.25 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
20,917
Previous 20,917 -0.0%
Holding current value
$1.25 Million
Previous $1.25 Million 4.49%
% of portfolio
0.35%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
BUY
$48.83 - $60.51 $723,465 - $896,516
14,816 Added 242.85%
20,917 $1.25 Million
Q2 2023

Jul 13, 2023
BUY
$49.85 - $54.8 $56,081 - $61,650
1,125 Added 22.61%
6,101 $334,000
Q1 2023

Apr 13, 2023
BUY
$50.35 - $57.8 $250,541 - $287,612
4,976 New
4,976 $262,000
Q2 2022

Jul 18, 2022
SELL
$46.65 - $56.4 $172,045 - $208,003
-3,688 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$56.67 - $63.93 $208,998 - $235,773
3,688 New
3,688 $221,000

Others Institutions Holding DFAS

# of Institutions
636
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Waypoint Capital Advisors, LLC Portfolio

Follow Waypoint Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email