Waypoint Capital Advisors, LLC Dimensional ETF Tr Transaction History
Waypoint Capital Advisors, LLC
- $389 Million
- Q2 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 31,498 shares of DFAX stock, worth $851,075. This represents 0.21% of its overall portfolio holdings.
Number of Shares
31,498
Previous 35,405
11.04%
Holding current value
$851,075
Previous $900,000
11.11%
% of portfolio
0.21%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
493Shares Held
219MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$304 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio