Waypoint Wealth Partners Inc. Dimensional ETF Tr Dimensional Transaction History

Waypoint Wealth Partners Inc.

  • $354 Million
  • Q4 2024

A detailed history of Waypoint Wealth Partners Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 419,474 shares of DFIC stock, worth $12.1 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
419,474
Previous 410,891 2.09%
Holding current value
$12.1 Million
Previous $11.6 Million 6.22%
% of portfolio
3.06%
Previous 3.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$25.61 - $28.0 $219,810 - $240,324
8,583 Added 2.09%
419,474 $10.8 Million
Q3 2024

Nov 08, 2024
BUY
$25.36 - $28.37 $524,470 - $586,719
20,681 Added 5.3%
410,891 $11.6 Million
Q2 2024

Jul 24, 2024
SELL
$25.73 - $27.44 $1.31 Million - $1.39 Million
-50,763 Reduced 11.51%
390,210 $10.3 Million
Q1 2024

Apr 24, 2024
BUY
$24.62 - $26.83 $468,026 - $510,038
19,010 Added 4.51%
440,973 $11.8 Million
Q4 2023

Feb 09, 2024
BUY
$22.18 - $25.58 $2.44 Million - $2.82 Million
110,155 Added 35.33%
421,963 $10.8 Million
Q3 2023

Oct 23, 2023
SELL
$23.25 - $25.17 $167,376 - $181,198
-7,199 Reduced 2.26%
311,808 $7.28 Million
Q2 2023

Jul 31, 2023
SELL
$23.45 - $24.88 $208,189 - $220,884
-8,878 Reduced 2.71%
319,007 $7.74 Million
Q1 2023

May 01, 2023
SELL
$22.5 - $24.64 $153,000 - $167,552
-6,800 Reduced 2.03%
327,885 $7.89 Million
Q4 2022

Feb 01, 2023
BUY
$19.06 - $23.03 $1.87 Million - $2.26 Million
98,341 Added 41.61%
334,685 $7.48 Million
Q3 2022

Oct 26, 2022
SELL
$19.05 - $23.07 $4.93 Million - $5.97 Million
-258,826 Reduced 52.27%
236,344 $4.53 Million
Q2 2022

Aug 05, 2022
BUY
$21.35 - $25.2 $10.6 Million - $12.5 Million
495,170 New
495,170 $10.7 Million

Others Institutions Holding DFIC

# of Institutions
458
Shares Held
266M
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email