Waypoint Wealth Partners Inc. Dimensional ETF Tr Dimensional Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 419,474 shares of DFIC stock, worth $11.9 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
419,474
Previous 410,891
2.09%
Holding current value
$11.9 Million
Previous $11.6 Million
6.22%
% of portfolio
3.06%
Previous 3.19%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$835 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$777 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio