Waypoint Wealth Counsel Dimensional ETF Tr Transaction History
Waypoint Wealth Counsel
- $202 Billion
- Q2 2025
A detailed history of Waypoint Wealth Counsel transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 35,606 shares of DFAX stock, worth $1.09 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
35,606
Previous 34,713
2.57%
Holding current value
$1.09 Million
Previous $909 Million
14.98%
% of portfolio
0.52%
Previous 0.57%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
655Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$345 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$246 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$234 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$215 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$193 Million0.92% of portfolio