Waypoint Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Waypoint Capital Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.94M	Buy	63,370 +13,153	+26%	+$787K	0.84%	29
2024 Q2	$2.96M	Hold	50,217	–	–	0.74%	36
2024 Q1	$2.86M	Hold	50,217	–	–	0.75%	36
2023 Q4	$2.6M	Hold	50,217	–	–	0.76%	37
2023 Q3	$2.34M	Buy	50,217 +7,209	+17%	+$349K	0.78%	33
2023 Q2	$2.07M	Hold	43,008	–	–	0.65%	41
2023 Q1	$1.91M	Buy	43,008 +7,078	+20%	+$307K	0.62%	45
2022 Q4	$1.5M	Hold	35,930	–	–	0.52%	50
2022 Q3	$1.4M	Sell	35,930 -3,904	-10%	-$168K	0.61%	40
2022 Q2	$1.62M	Buy	+39,834	New	+$1.77M	0.74%	36

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Waypoint Capital Advisors increased its Dimensional US Equity ETF (DFUS) stake by 26% in Q3 2024, buying an estimated $787K and bringing the position to 63,370 shares worth $3.94M. The position accounts for 0.84% of the portfolio, ranked #29.

Waypoint Capital Advisors first reported a position in DFUS in Q2 2022 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

Waypoint Capital Advisors held 63,370 shares of Dimensional US Equity ETF worth $3.94M as of Q3 2024.
Waypoint Capital Advisors bought 13,153 Dimensional US Equity ETF shares in Q3 2024, an estimated $787K.
Dimensional US Equity ETF made up 0.84% of Waypoint Capital Advisors's portfolio in Q3 2024, its #29 holding.
Waypoint Capital Advisors first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 10 quarters since.
610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

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