WCA
DFAI

Waypoint Capital Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Waypoint Capital Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.22M Buy
195,629
+134,535
+220% +$4.12M 1.32% 23
2024
Q2 		$1.81M Buy
+61,094
New +$1.83M 0.45% 46

Other funds holding DFAI

SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waypoint Capital Advisors's DFAI Position: Q3 2024 in Review

Waypoint Capital Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 220% in Q3 2024, buying an estimated $4.12M and bringing the position to 195,629 shares worth $6.22M. The position accounts for 1.32% of the portfolio, ranked #23.

Waypoint Capital Advisors first reported a position in DFAI in Q2 2024 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold DFAI as of Q3 2024.

  • Waypoint Capital Advisors held 195,629 shares of Dimensional International Core Equity Market ETF worth $6.22M as of Q3 2024.
  • Waypoint Capital Advisors bought 134,535 Dimensional International Core Equity Market ETF shares in Q3 2024, an estimated $4.12M.
  • Dimensional International Core Equity Market ETF made up 1.32% of Waypoint Capital Advisors's portfolio in Q3 2024, its #23 holding.
  • Waypoint Capital Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.