Waypoint Wealth Partners Inc. Dimensional ETF Tr Dimensional Transaction History
Waypoint Wealth Partners Inc.
- $331 Million
- Q2 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 390,210 shares of DFIC stock, worth $10.7 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
390,210
Previous 440,973
11.51%
Holding current value
$10.7 Million
Previous $11.8 Million
13.04%
% of portfolio
3.1%
Previous 3.43%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
347Shares Held
222MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$654 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$641 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$419 Million8.27% of portfolio
-
Evensky & Katz LLC5.9MShares$162 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio