Wealthspan Partners, LLC Dimensional ETF Tr Transaction History

Wealthspan Partners, LLC

$205 Million
Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 164,465 shares of DFAI stock, worth $5.62 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

164,465

Previous 161,871 1.6%

Holding current value

$5.62 Million

Previous $4.73 Million 8.68%

% of portfolio

2.51%

Previous 2.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

645

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Wealthspan Partners, LLC Dimensional ETF Tr Transaction History