Waypoint Wealth Partners Inc. DFAC Holdings History
Waypoint Wealth Partners Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 2.44 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $87.61 Mil. This investment constitutes 21.29% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.25% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Waypoint Wealth Partners Inc. has made 8 purchases of DFAC, at an average price of $26.95, for a total of 2.78 Mil shares. In addition, there have been 9 sales at an average price of $29.78 for 336,354.00 shares. Based on historical transaction data and DFAC's current price of $36.54, Waypoint Wealth Partners Inc.'s estimated gain on his DFAC holdings is $24.40 Mil, reflecting a 32.56% gain to date.
Waypoint Wealth Partners Inc. DFAC ($36.54) Holding Chart
Waypoint Wealth Partners Inc. DFAC ($36.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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