Waypoint Capital Advisors, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 63,370 shares of DFUS stock, worth $3.91 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
63,370
Previous 50,217
26.19%
Holding current value
$3.91 Million
Previous $2.96 Million
33.37%
% of portfolio
0.97%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$362 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$226 Million0.23% of portfolio