Waypoint Capital Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 150,248 shares of DFSD stock, worth $7.14 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
150,248
Previous 126,476
18.8%
Holding current value
$7.14 Million
Previous $5.94 Million
20.66%
% of portfolio
1.76%
Previous 1.53%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio