Waypoint Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Waypoint Capital Advisors, LLC

  • $407 Million
  • Q3 2024

A detailed history of Waypoint Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 92,284 shares of DFUV stock, worth $3.77 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
92,284
Previous 92,284 -0.0%
Holding current value
$3.77 Million
Previous $3.62 Million 6.18%
% of portfolio
0.94%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$38.53 - $40.76 $67,311 - $71,207
-1,747 Reduced 1.86%
92,284 $3.62 Million
Q4 2023

Jan 22, 2024
BUY
$31.85 - $37.39 $2.23 Million - $2.62 Million
69,999 Added 291.27%
94,031 $3.5 Million
Q2 2023

Jul 13, 2023
BUY
$32.32 - $34.5 $204,036 - $217,798
6,313 Added 35.63%
24,032 $829,000
Q1 2023

Apr 13, 2023
BUY
$31.9 - $35.83 $565,236 - $634,871
17,719 New
17,719 $593,000

Others Institutions Holding DFUV

# of Institutions
708
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email