A detailed history of Waypoint Wealth Partners Inc. transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 124,473 shares of DFSU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
124,473
Previous 120,776 3.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
N/A
3,697 Added 3.06%
124,473 $0
Q2 2024

Jul 24, 2024

BUY
N/A
66,695 Added 123.32%
120,776 $0
Q1 2024

Apr 24, 2024

BUY
N/A
23,903 Added 79.21%
54,081 $0
Q4 2023

Feb 09, 2024

SELL
N/A
-3,733 Reduced 11.01%
30,178 $0
Q3 2023

Oct 23, 2023

BUY
N/A
8,100 Added 31.38%
33,911 $0
Q2 2023

Jul 31, 2023

BUY
N/A
4,461 Added 20.89%
25,811 $0
Q1 2023

May 01, 2023

BUY
N/A
21,350 New
21,350 $0

Others Institutions Holding DFSU

About DIMENSIONAL ETF TR DIMEN US SU


  • Ticker DFSU
More about DFSU
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.