Waypoint Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 92,284 shares of DFUV stock, worth $3.72 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
92,284
Previous 92,284
-0.0%
Holding current value
$3.72 Million
Previous $3.62 Million
6.18%
% of portfolio
0.94%
Previous 0.93%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.37 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.27 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$725 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$582 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$434 Million0.67% of portfolio