Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspan Partners, LLC

$238 Million
Q3 2025

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 39,299 shares of DFIC stock, worth $1.31 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

39,299

Previous 36,387 8.0%

Holding current value

$1.31 Million

Previous $1.13 Million 13.88%

% of portfolio

0.54%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$30.76 - $33.01 $89,573 - $96,125	2,912 Added 8.0%	39,299 $1.29 Million
Q2 2025 Jul 28, 2025	BUY	$24.94 - $31.15 $107,491 - $134,256	4,310 Added 13.44%	36,387 $1.13 Million
Q1 2025 Apr 21, 2025	BUY	$25.54 - $28.79 $32,154 - $36,246	1,259 Added 4.09%	32,077 $890,000
Q4 2024 Jan 24, 2025	BUY	$25.61 - $28.0 $29,579 - $32,340	1,155 Added 3.89%	30,818 $796,000
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

526

Shares Held

282M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History