Waypoint Wealth Partners Inc. Dimensional ETF Tr Transaction History

Waypoint Wealth Partners Inc.

  • $354 Million
  • Q4 2024

A detailed history of Waypoint Wealth Partners Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 67,899 shares of DFAX stock, worth $1.77 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
67,899
Previous 67,899 -0.0%
Holding current value
$1.77 Million
Previous $1.83 Million 7.97%
% of portfolio
0.48%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$23.42 - $25.45 $61,149 - $66,449
-2,611 Reduced 3.7%
67,899 $1.73 Million
Q3 2023

Oct 23, 2023
SELL
$22.41 - $24.35 $22,410 - $24,350
-1,000 Reduced 1.4%
70,510 $1.59 Million
Q3 2021

Nov 09, 2021
BUY
$25.83 - $27.21 $1.85 Million - $1.95 Million
71,510 New
71,510 $1.85 Million

Others Institutions Holding DFAX

# of Institutions
553
Shares Held
240M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners Inc. 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 Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email