Waypoint Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Waypoint Capital Advisors, LLC
- $389 Million
- Q2 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 33,343 shares of DFAT stock, worth $1.85 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
33,343
Previous 33,343
-0.0%
Holding current value
$1.85 Million
Previous $1.81 Million
4.69%
% of portfolio
0.44%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio