Waypoint Capital Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Waypoint Capital Advisors, LLC
- $389 Million
- Q2 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 126,476 shares of DFSD stock, worth $6.02 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
126,476
Previous 143,057
11.59%
Holding current value
$6.02 Million
Previous $6.73 Million
11.67%
% of portfolio
1.53%
Previous 1.78%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.9 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio