Waypoint Wealth Counsel Dimensional ETF Tr Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
A detailed history of Waypoint Wealth Counsel transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 36,391 shares of DFAX stock, worth $983,284. This represents 0.66% of its overall portfolio holdings.
Number of Shares
36,391
Previous 35,668
2.03%
Holding current value
$983,284
Previous $907 Million
8.41%
% of portfolio
0.66%
Previous 0.69%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
493Shares Held
219MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$304 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio