Waypoint Wealth Partners Inc. DIMENSIONAL ETF TRUST Transaction History

Waypoint Wealth Partners Inc.

  • $349 Million
  • Q1 2025
Number of Shares
136,064
Previous 132,402 2.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
3,662 Added 2.77%
136,064 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-1,003 Reduced 0.75%
132,402 $0
Q3 2024

Nov 08, 2024
BUY
N/A
2,293 Added 1.75%
133,405 $0
Q2 2024

Jul 24, 2024
BUY
N/A
23,580 Added 21.93%
131,112 $0
Q1 2024

Apr 24, 2024
BUY
N/A
8,158 Added 8.21%
107,532 $0
Q4 2023

Feb 09, 2024
SELL
N/A
-67,029 Reduced 40.28%
99,374 $0
Q3 2023

Oct 23, 2023
BUY
N/A
2,265 Added 1.38%
166,403 $0
Q2 2023

Jul 31, 2023
BUY
N/A
2,746 Added 1.7%
164,138 $0
Q1 2023

May 01, 2023
BUY
N/A
161,392 New
161,392 $0
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