Waypoint Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 539,274 shares of DFIC stock, worth $14.4 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
539,274
Previous 526,595
2.41%
Holding current value
$14.4 Million
Previous $13.8 Million
9.61%
% of portfolio
3.73%
Previous 3.56%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio