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 67,899 shares of DFAX stock, worth $1.8 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
67,899
Previous 67,899
-0.0%
Holding current value
$1.8 Million
Previous $1.83 Million
7.97%
% of portfolio
0.48%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$299 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$222 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio