Waypoint Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 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 $1.91 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
33,343
Previous 33,343
-0.0%
Holding current value
$1.91 Million
Previous $1.73 Million
7.23%
% of portfolio
0.46%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio