A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 216,860 shares of DUHP stock, worth $7.48 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
216,860
Previous 282,501 23.24%
Holding current value
$7.48 Million
Previous $9.04 Million 18.25%
% of portfolio
1.81%
Previous 2.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$30.74 - $34.07 $2.02 Million - $2.24 Million
-65,641 Reduced 23.24%
216,860 $7.39 Million
Q2 2024

Jul 25, 2024

BUY
$29.72 - $32.4 $1.59 Million - $1.73 Million
53,335 Added 23.27%
282,501 $9.04 Million
Q1 2024

Apr 30, 2024

BUY
$28.16 - $31.61 $1.04 Million - $1.17 Million
37,012 Added 19.26%
229,166 $7.24 Million
Q4 2023

Jan 22, 2024

BUY
$24.79 - $28.64 $130,841 - $151,161
5,278 Added 2.82%
192,154 $5.5 Million
Q3 2023

Oct 25, 2023

BUY
$25.64 - $27.32 $412,060 - $439,059
16,071 Added 9.41%
186,876 $4.8 Million
Q2 2023

Jul 13, 2023

BUY
$24.51 - $26.54 $84,118 - $91,085
3,432 Added 2.05%
170,805 $4.53 Million
Q1 2023

Apr 13, 2023

BUY
$23.91 - $25.61 $67,426 - $72,220
2,820 Added 1.71%
167,373 $4.21 Million
Q4 2022

Jan 23, 2023

BUY
$21.59 - $25.35 $315,494 - $370,439
14,613 Added 9.75%
164,553 $0
Q3 2022

Oct 17, 2022

BUY
$21.34 - $25.56 $3.2 Million - $3.83 Million
149,940 New
149,940 $3.2 Million

Others Institutions Holding DUHP

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
Track This Portfolio

Track Waypoint Capital Advisors, LLC Portfolio

Follow Waypoint Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Capital Advisors, LLC with notifications on news.