Wealthspan Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History

Wealthspan Partners, LLC

$198 Million
Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthspan Partners, LLC holds 161,209 shares of DFCF stock, worth $6.65 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares

161,209

Previous 141,648 13.81%

Holding current value

$6.65 Million

Previous $5.88 Million 18.32%

% of portfolio

3.52%

Previous 3.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$41.34 - $43.55 $808,651 - $851,881	19,561 Added 13.81%	161,209 $6.96 Million
Q2 2024 Jul 19, 2024	BUY	$40.79 - $41.97 $487,929 - $502,045	11,962 Added 9.22%	141,648 $5.88 Million
Q1 2024 Apr 29, 2024	BUY	$41.54 - $42.6 $543,010 - $556,867	13,072 Added 11.21%	129,686 $5.44 Million
Q4 2023 Jan 29, 2024	BUY	$39.52 - $42.54 $310,745 - $334,492	7,863 Added 7.23%	116,614 $4.94 Million
Q3 2023 Nov 01, 2023	BUY	$40.3 - $42.05 $2.14 Million - $2.24 Million	53,199 Added 95.76%	108,751 $4.39 Million
Q2 2023 Aug 08, 2023	BUY	$41.55 - $42.94 $983,530 - $1.02 Million	23,671 Added 74.25%	55,552 $2.32 Million
Q1 2023 Apr 21, 2023	BUY	$41.26 - $43.27 $1.32 Million - $1.38 Million	31,881 New	31,881 $1.35 Million

Others Institutions Holding DFCF

# of Institutions

332

Shares Held

88.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Wealthspan Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History