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 $4.14 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
63,370
Previous 50,217 26.19%
Holding current value
$4.14 Million
Previous $2.96 Million 33.37%
% of portfolio
0.97%
Previous 0.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$56.04 - $62.2 $737,094 - $818,116
13,153 Added 26.19%
63,370 $3.94 Million
Q3 2023

Oct 25, 2023

BUY
$46.29 - $49.87 $333,704 - $359,512
7,209 Added 16.76%
50,217 $2.34 Million
Q1 2023

Apr 13, 2023

BUY
$41.24 - $45.43 $291,896 - $321,553
7,078 Added 19.7%
43,008 $1.91 Million
Q3 2022

Oct 17, 2022

SELL
$38.82 - $46.57 $151,553 - $181,809
-3,904 Reduced 9.8%
35,930 $1.4 Million
Q2 2022

Jul 18, 2022

BUY
$39.62 - $49.51 $1.58 Million - $1.97 Million
39,834 New
39,834 $1.62 Million

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Waypoint Capital Advisors, LLC Portfolio

Follow Waypoint Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Capital Advisors, LLC with notifications on news.