Waypoint Wealth Partners Inc. DFIC Holdings History
Waypoint Wealth Partners Inc.'s Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 388,615.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $12.08 Mil. This investment constitutes 2.94% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.13% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q2. And since then Waypoint Wealth Partners Inc. has made 6 purchases of DFIC, at an average price of $23.33, for a total of 751,940.00 shares. In addition, there have been 7 sales at an average price of $22.98 for 363,325.00 shares. Based on historical transaction data and DFIC's current price of $30.94, Waypoint Wealth Partners Inc.'s estimated gain on his DFIC holdings is $2.83 Mil, reflecting a 16.13% gain to date.
Waypoint Wealth Partners Inc. DFIC ($30.94) Holding Chart
Waypoint Wealth Partners Inc. DFIC ($30.94) 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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