Waypoint Wealth Counsel Dimensional ETF Tr U S Equity Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 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 5,197 shares of DFUS stock, worth $309,065. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,197
Previous 5,197
-0.0%
Holding current value
$309,065
Previous $296 Million
3.28%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio