Waypoint Wealth Partners Inc. DFSU Holdings History
Waypoint Wealth Partners Inc.'s Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 191,470.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $7.52 Mil. This investment constitutes 1.83% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.51% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2023Q1. And since then Waypoint Wealth Partners Inc. has made 9 purchases of DFSU, at an average price of $33.46, for a total of 195,203.00 shares. In addition, there have been 1 sales at an average price of $28.80 for 3,733.00 shares. Based on historical transaction data and DFSU's current price of $39.68, Waypoint Wealth Partners Inc.'s estimated gain on his DFSU holdings is $1.17 Mil, reflecting a 17.97% gain to date.
Waypoint Wealth Partners Inc. DFSU ($39.68) Holding Chart
Waypoint Wealth Partners Inc. DFSU ($39.68) 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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