Waypoint Wealth Partners Inc. Dimensional ETF Tr Transaction History

Waypoint Wealth Partners Inc.

  • $382 Million
  • Q2 2025

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 69,063 shares of DFAE stock, worth $2.24 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
69,063
Previous 77,048 10.36%
Holding current value
$2.24 Million
Previous $1.99 Million 0.25%
% of portfolio
0.52%
Previous 0.57%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$22.87 - $28.95 $182,616 - $231,165
-7,985 Reduced 10.36%
69,063 $2 Million
Q1 2025

May 13, 2025
SELL
$24.64 - $26.86 $84,761 - $92,398
-3,440 Reduced 4.27%
77,048 $1.99 Million
Q4 2024

Jan 30, 2025
SELL
$25.36 - $28.15 $187,385 - $208,000
-7,389 Reduced 8.41%
80,488 $2.04 Million
Q3 2024

Nov 08, 2024
BUY
$24.46 - $27.82 $24 - $27
1 Added 0.0%
87,877 $2.41 Million
Q2 2024

Jul 24, 2024
SELL
$24.03 - $26.3 $469,762 - $514,138
-19,549 Reduced 18.2%
87,876 $2.27 Million
Q1 2024

Apr 24, 2024
SELL
$22.74 - $24.88 $113,699 - $124,400
-5,000 Reduced 4.45%
107,425 $2.66 Million
Q4 2023

Feb 09, 2024
BUY
$21.63 - $24.11 $865 - $964
40 Added 0.04%
112,425 $2.71 Million
Q3 2023

Oct 23, 2023
SELL
$22.43 - $24.83 $145,772 - $161,370
-6,499 Reduced 5.47%
112,385 $2.54 Million
Q4 2022

Feb 01, 2023
BUY
$19.67 - $22.73 $2.34 Million - $2.7 Million
118,884 New
118,884 $2.61 Million
Q2 2022

Aug 05, 2022
SELL
$22.9 - $27.06 $5.31 Million - $6.28 Million
-232,023 Reduced 96.3%
8,913 $206,000
Q1 2022

May 09, 2022
SELL
$24.29 - $28.31 $1.06 Million - $1.23 Million
-43,464 Reduced 15.28%
240,936 $6.32 Million
Q4 2021

Feb 09, 2022
BUY
$26.45 - $28.31 $7.52 Million - $8.05 Million
284,400 New
284,400 $7.78 Million

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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