Waypoint Wealth Counsel Dimensional ETF Tr U S Equity Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Waypoint Wealth Counsel holds 10,394 shares of DFUS stock, worth $627,797. This represents 0.43% of its overall portfolio holdings.
Number of Shares
10,394
Previous 10,394
-0.0%
Holding current value
$627,797
Previous $647 Million
2.49%
% of portfolio
0.43%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
727Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$481 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$351 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$289 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$244 Million0.09% of portfolio