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 16,772 shares of DFIS stock, worth $526,976. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,772
Previous 14,248 17.71%
Holding current value
$526,976
Previous $425,000 24.71%
% of portfolio
0.22%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$29.65 - $31.77 $74,836 - $80,187
2,524 Added 17.71%
16,772 $530,000
Q2 2025

Jul 28, 2025
BUY
$23.2 - $29.84 $12,226 - $15,725
527 Added 3.84%
14,248 $425,000
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
287
Shares Held
114M
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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