Waypoint Wealth Counsel Dimensional ETF Tr U S Equity Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
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 $675,090. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,394
Previous 5,197
100.0%
Holding current value
$675,090
Previous $306 Million
111.38%
% of portfolio
0.44%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
640Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$517 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$381 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$328 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$238 Million0.23% of portfolio