Waypoint Wealth Counsel Dimensional ETF Tr U S Equity Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 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 $651,288. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,394
Previous 5,197
100.0%
Holding current value
$651,288
Previous $306 Million
111.38%
% of portfolio
0.44%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
636Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$260 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio