Waypoint Capital Advisors, LLC Dimensional ETF Tr Transaction History
Waypoint Capital Advisors, LLC
- $377 Million
- Q1 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 206,708 shares of DFAU stock, worth $7.85 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
206,708
Previous 206,706
-0.0%
Holding current value
$7.85 Million
Previous $6.87 Million
9.91%
% of portfolio
2.0%
Previous 2.03%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
383Shares Held
95.9MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio