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 $7.26 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
195,629
Previous 61,094
220.21%
Holding current value
$7.26 Million
Previous $1.81 Million
243.1%
% of portfolio
1.53%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio