Waypoint Capital Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 150,248 shares of DFSD stock, worth $7.03 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
150,248
Previous 126,476
18.8%
Holding current value
$7.03 Million
Previous $5.94 Million
20.66%
% of portfolio
1.76%
Previous 1.53%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio