SEC 13F Intelligence

Waypoint Wealth Partners Inc. / DFAC

Waypoint Wealth Partners Inc.’s Dimensional Etf Trust Position

Does Waypoint Wealth Partners Inc. own Dimensional Etf Trust (DFAC)? Yes2.44M shares worth $88M (+21.29% of its 13F portfolio) as of Q2 2025, up from 2.34M shares the prior filed quarter.

Position Value
$88M
Q2 2025
Shares
2.44M
% of Portfolio
+21.29%
Quarters Held
17
currently held

Position History DFAC

Reported value by quarter
Q2 ’21: $57MQ2 ’21Q3 ’21: $56MQ4 ’21: $62MQ1 ’22: $61MQ1 ’22Q2 ’22: $58MQ3 ’22: $55MQ4 ’22: $59MQ4 ’22Q1 ’23: $62MQ2 ’23: $65MQ3 ’23: $62MQ3 ’23Q4 ’23: $71MQ1 ’24: $76MQ2 ’24: $76MQ2 ’24Q3 ’24: $83MQ4 ’24: $80MQ1 ’25: $77MQ1 ’25Q2 ’25: $88Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20252.44M$88M+21.29%
Q1 20252.34M$77M+21.32%
Q4 20242.31M$80M+21.75%
Q3 20242.41M$83M+21.94%
Q2 20242.35M$76M+22.16%
Q1 20242.38M$76M+21.66%
Q4 20232.43M$71M+22.03%
Q3 20232.35M$62M+21.40%
Q2 20232.39M$65M+22.24%
Q1 20232.43M$62M+22.07%
Q4 20222.45M$59M+23.39%
Q3 20222.48M$55M+23.30%
Q2 20222.50M$58M+22.32%
Q1 20222.20M$61M+22.23%
Q4 20212.13M$62M+21.07%
Q3 20212.11M$56M+20.96%
Q2 20212.12M$57M+22.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waypoint Wealth Partners Inc.’s full portfolio or all institutional holders of DFAC.