Waypoint Wealth Partners Inc. Purchases in Q2 2025

Waypoint Wealth Partners Inc.

  • $382 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
106K
+ 4.55%
$29.12 - $35.84 $3.1M - $3.82M
2.44M $87.6M
IVV
Ishares Core S&P 500 ETF

ETFs
3.6K
New
$498.8 - $620.9 $1.8M - $2.24M
3.6K $2.24M
COST
Costco Wholesale Corp

Consumer Defensive
752
+ 52.01%
$908.13 - $1056.85 $683K - $795K
2.2K $2.18M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.32K
+ 6.57%
$23.4 - $29.68 $218K - $277K
151K $4.49M
DFAU
Dimensional ETF Tr

ETFs
16.2K
New
$34.04 - $42.36 $550K - $684K
16.2K $684K
JPM
Jpmorgan Chase & CO

Financial Services
2.02K
New
$210.28 - $289.91 $425K - $586K
2.02K $585K
MSFT
Microsoft Corp

Technology
908
+ 170.36%
$354.56 - $497.45 $322K - $452K
1.44K $716K
SHV
Ishares Tr

ETFs
4.49K
New
$110.06 - $110.46 $494K - $495K
4.49K $495K
ORCL
Oracle Corp

Technology
664
+ 17.59%
$122.82 - $218.63 $81.6K - $145K
4.44K $970K
LYFT
Lyft, Inc.

Technology
20.2K
+ 88.96%
$9.97 - $17.21 $202K - $348K
43K $677K
CAT
Caterpillar Inc

Industrials
750
New
$273.94 - $388.21 $205K - $291K
750 $291K
ABT
Abbott Laboratories

Healthcare
1.98K
New
$123.95 - $138.08 $246K - $274K
1.98K $269K
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
New
N/A
1.16K $211K
YUM
Yum Brands Inc

Consumer Cyclical
1.39K
New
$138.36 - $161.45 $193K - $225K
1.39K $206K
ABBV
Abb Vie Inc.

Healthcare
992
+ 71.06%
$170.16 - $206.27 $169K - $205K
2.39K $443K
HD
Home Depot, Inc.

Consumer Cyclical
244
+ 33.38%
$335.24 - $380.78 $81.8K - $92.9K
975 $357K
CVX
Chevron Corp

Energy
776
+ 47.46%
$133.73 - $168.51 $104K - $131K
2.41K $345K
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.23%
$103.16 - $128.52 $722 - $900
3.1K $398K
XOM
Exxon Mobil Corp

Energy
626
+ 13.4%
$99.93 - $119.04 $62.6K - $74.5K
5.3K $571K
J P Morgan Exchange Traded F
8.19K
New
N/A
8.19K $0
Rubrik Inc.
130K
New
N/A
130K $0
DFSU
Dimensional ETF Tr Dimen Us Su
64.6K
+ 50.94%
N/A
191K $0
DFSI
Dimensional ETF Tr Dimen Intl
21.3K
+ 37.96%
N/A
77.6K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
7.8K
+ 34.03%
N/A
30.7K $0
AVGE
American Centy ETF Tr Avantis
72
+ 0.82%
N/A
8.9K $0
Manager Directed Portfolios
4.69K
+ 6.52%
N/A
76.6K $0
Activity Summary
Buys All Purchases 27 New Holdings 11 Increased Positions 16 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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