Waypoint Wealth Partners Inc. Dimensional ETF Tr Transaction History
Waypoint Wealth Partners Inc.
- $344 Million
- Q1 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 107,425 shares of DFAE stock, worth $2.79 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
107,425
Previous 112,425
4.45%
Holding current value
$2.79 Million
Previous $2.71 Million
2.03%
% of portfolio
0.77%
Previous 0.86%
Shares
7 transactions
Others Institutions Holding DFAE
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$133 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$95.1 Million0.26% of portfolio