Waypoint Wealth Partners Inc. Dimensional ETF Tr Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 80,488 shares of DFAE stock, worth $2.11 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
80,488
Previous 87,877
8.41%
Holding current value
$2.11 Million
Previous $2.41 Million
15.24%
% of portfolio
0.58%
Previous 0.66%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio