Wealthspan Partners, LLC Dimensional ETF Tr Transaction History

Wealthspan Partners, LLC

$222 Million
Q2 2025

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 173,844 shares of DFAI stock, worth $5.98 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

173,844

Previous 164,465 5.7%

Holding current value

$5.98 Million

Previous $5.14 Million 17.0%

% of portfolio

2.7%

Previous 2.51%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$28.02 - $34.71 $262,799 - $325,545	9,379 Added 5.7%	173,844 $6.01 Million
Q1 2025 Apr 21, 2025	BUY	$28.88 - $32.4 $74,914 - $84,045	2,594 Added 1.6%	164,465 $5.14 Million
Q4 2024 Jan 24, 2025	SELL	$29.0 - $31.6 $234,465 - $255,486	-8,085 Reduced 4.76%	161,871 $4.73 Million
Q3 2024 Nov 04, 2024	SELL	$28.69 - $32.06 $185,911 - $207,748	-6,480 Reduced 3.67%	169,956 $5.4 Million
Q2 2024 Jul 19, 2024	BUY	$28.93 - $30.91 $158,449 - $169,294	5,477 Added 3.2%	176,436 $5.23 Million
Q1 2024 Apr 29, 2024	BUY	$27.74 - $30.27 $281,033 - $306,665	10,131 Added 6.3%	170,959 $5.17 Million
Q4 2023 Jan 29, 2024	BUY	$24.88 - $28.69 $350,932 - $404,672	14,105 Added 9.61%	160,828 $4.61 Million
Q3 2023 Nov 01, 2023	BUY	$26.0 - $28.17 $570,518 - $618,134	21,943 Added 17.59%	146,723 $3.83 Million
Q2 2023 Aug 08, 2023	BUY	$26.46 - $28.05 $464,108 - $491,997	17,540 Added 16.36%	124,780 $3.41 Million
Q1 2023 Apr 21, 2023	BUY	$25.21 - $27.45 $219,957 - $239,501	8,725 Added 8.86%	107,240 $2.89 Million
Q4 2022 Feb 13, 2023	BUY	$21.47 - $25.85 $186,424 - $224,455	8,683 Added 9.67%	98,515 $2.47 Million
Q3 2022 Nov 14, 2022	BUY	$21.44 - $25.78 $1.64 Million - $1.97 Million	76,349 Added 566.26%	89,832 $1.94 Million
Q2 2022 Aug 11, 2022	SELL	$23.87 - $28.49 $883 - $1,054	-37 Reduced 0.27%	13,483 $325,000
Q1 2022 May 12, 2022	BUY	$25.94 - $30.08 $86,613 - $100,437	3,339 Added 32.8%	13,520 $381,000
Q4 2021 Feb 15, 2022	BUY	$28.27 - $30.4 $287,816 - $309,502	10,181 New	10,181 $301,000

Others Institutions Holding DFAI

# of Institutions

664

Shares Held

241M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Account

Wealthspan Partners, LLC Dimensional ETF Tr Transaction History