Wealthspan Partners, LLC Dimensional ETF Tr Transaction History
Wealthspan Partners, LLC
- $238 Million
- Q3 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 7,051 shares of DFAE stock, worth $229,157. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,051
Previous 7,145
1.32%
Holding current value
$229,157
Previous $206,000
7.77%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
634Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio