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 16,150 shares of DFAU stock, worth $742,092. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,150Holding current value
$742,092% of portfolio
0.18%Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
547Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio