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 66,899 shares of DFAX stock, worth $2.01 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
66,899
Previous 67,899
1.47%
Holding current value
$2.01 Million
Previous $1.78 Million
10.46%
% of portfolio
0.51%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$173 Million4.32% of portfolio