Waypoint Wealth Counsel Dimensional ETF Tr Transaction History
Waypoint Wealth Counsel
- $253 Billion
- Q3 2025
A detailed history of Waypoint Wealth Counsel transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 35,901 shares of DFAX stock, worth $1.15 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
35,901
Previous 35,606
0.83%
Holding current value
$1.15 Million
Previous $1.05 Billion
7.73%
% of portfolio
0.44%
Previous 0.52%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio