Waypoint Wealth Partners Inc. DFSI Holdings History
Waypoint Wealth Partners Inc.'s Dimensional International Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 77,558.00 shares of Dimensional International Sustainability Core 1 ETF(DFSI), totaling $3.06 Mil. This investment constitutes 0.74% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.41% of the outstanding Dimensional International Sustainability Core 1 ETF(DFSI) stock.
The initial trade took place in 2023Q1. And since then Waypoint Wealth Partners Inc. has made 9 purchases of DFSI, at an average price of $33.72, for a total of 78,431.00 shares. In addition, there have been 1 sales at an average price of $34.21 for 873.00 shares. Based on historical transaction data and DFSI's current price of $39.02, Waypoint Wealth Partners Inc.'s estimated gain on his DFSI holdings is $411,538.96, reflecting a 15.56% gain to date.
Waypoint Wealth Partners Inc. DFSI ($39.02) Holding Chart
Waypoint Wealth Partners Inc. DFSI ($39.02) 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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