Waypoint Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
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
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio