Wealthspan Partners, LLC Dimensional ETF Tr Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 169,956 shares of DFAI stock, worth $5.21 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
169,956
Previous 176,436 3.67%
Holding current value
$5.21 Million
Previous $5.23 Million 3.19%
% of portfolio
2.73%
Previous 2.93%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
166M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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