Waypoint Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Waypoint Capital Advisors, LLC
- $389 Million
- Q2 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 $3.82 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
92,284
Previous 94,031
1.86%
Holding current value
$3.82 Million
Previous $3.85 Million
5.77%
% of portfolio
0.93%
Previous 1.02%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio