Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 29,663 shares of DFIC stock, worth $806,240. This represents 0.42% of its overall portfolio holdings.

Number of Shares
29,663
Previous 30,242 1.91%
Holding current value
$806,240
Previous $795,000 4.91%
% of portfolio
0.42%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$25.36 - $28.37 $14,683 - $16,426
-579 Reduced 1.91%
29,663 $834,000
Q2 2024

Jul 19, 2024
BUY
$25.73 - $27.44 $130,605 - $139,285
5,076 Added 20.17%
30,242 $795,000
Q1 2024

Apr 29, 2024
BUY
$24.62 - $26.83 $188,096 - $204,981
7,640 Added 43.59%
25,166 $673,000
Q4 2023

Jan 29, 2024
BUY
$22.18 - $25.58 $51,945 - $59,908
2,342 Added 15.42%
17,526 $447,000
Q3 2023

Nov 01, 2023
BUY
$23.25 - $25.17 $353,028 - $382,181
15,184 New
15,184 $354,000

Others Institutions Holding DFIC

# of Institutions
353
Shares Held
230M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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