Waypoint Capital Advisors, LLC Dimensional ETF Tr Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 195,629 shares of DFAI stock, worth $6.09 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
195,629
Previous 61,094
220.21%
Holding current value
$6.09 Million
Previous $1.81 Million
243.1%
% of portfolio
1.53%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$173 Million17.39% of portfolio