Waypoint Wealth Counsel Dimensional ETF Tr U S Equity Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
A detailed history of Waypoint Wealth Counsel transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Waypoint Wealth Counsel holds 10,394 shares of DFUS stock, worth $623,432. This represents 0.39% of its overall portfolio holdings.
Number of Shares
10,394
Previous 10,394
-0.0%
Holding current value
$623,432
Previous $663 Million
5.13%
% of portfolio
0.39%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
744Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$348 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio