Waypoint Capital Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 63,370 shares of DFUS stock, worth $4.1 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
63,370
Previous 50,217
26.19%
Holding current value
$4.1 Million
Previous $2.96 Million
33.37%
% of portfolio
0.97%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio