Waypoint Wealth Partners Inc. Dimensional ETF Tr U S Core Eq Transaction History
Waypoint Wealth Partners Inc.
- $331 Million
- Q2 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 2,353,021 shares of DFAC stock, worth $80.4 Million. This represents 22.91% of its overall portfolio holdings.
Number of Shares
2,353,021
Previous 2,383,198
1.27%
Holding current value
$80.4 Million
Previous $76.1 Million
0.37%
% of portfolio
22.91%
Previous 22.13%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$604 Million0.29% of portfolio