Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspan Partners, LLC

$205 Million
Q1 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 13,721 shares of DFIS stock, worth $397,909. This represents 0.17% of its overall portfolio holdings.

Number of Shares

13,721

Previous 15,132 9.32%

Holding current value

$397,909

Previous $371,000 4.58%

% of portfolio

0.17%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$23.92 - $26.89 $33,751 - $37,941	-1,411 Reduced 9.32%	13,721 $354,000
Q4 2024 Jan 24, 2025	SELL	$24.25 - $26.7 $225,767 - $248,577	-9,310 Reduced 38.09%	15,132 $371,000
Q3 2024 Nov 04, 2024	SELL	$24.06 - $26.97 $206,555 - $231,537	-8,585 Reduced 25.99%	24,442 $655,000
Q2 2024 Jul 19, 2024	BUY	$24.08 - $25.86 $55,961 - $60,098	2,324 Added 7.57%	33,027 $813,000
Q1 2024 Apr 29, 2024	BUY	$23.13 - $25.1 $79,197 - $85,942	3,424 Added 12.55%	30,703 $769,000
Q4 2023 Jan 29, 2024	BUY	$20.55 - $24.23 $56,224 - $66,293	2,736 Added 11.15%	27,279 $659,000
Q3 2023 Nov 01, 2023	BUY	$21.81 - $23.89 $187,369 - $205,238	8,591 Added 53.86%	24,543 $538,000
Q2 2023 Aug 08, 2023	BUY	$22.26 - $23.55 $355,091 - $375,669	15,952 New	15,952 $364,000

Others Institutions Holding DFIS

# of Institutions

253

Shares Held

94M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History