Waypoint Wealth Partners Inc. Dimensional ETF Tr Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 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 $1.7 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
67,899
Previous 67,899
-0.0%
Holding current value
$1.7 Million
Previous $1.73 Million
6.26%
% of portfolio
0.51%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio