Waypoint Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 33,343 shares of DFAT stock, worth $1.87 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
33,343
Previous 33,343
-0.0%
Holding current value
$1.87 Million
Previous $1.73 Million
7.23%
% of portfolio
0.46%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio