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 24,442 shares of DFIS stock, worth $606,161. This represents 0.33% of its overall portfolio holdings.

Number of Shares
24,442
Previous 33,027 25.99%
Holding current value
$606,161
Previous $813,000 19.43%
% of portfolio
0.33%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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