Wealthspan Partners, LLC Dimensional ETF Tr Transaction History

Wealthspan Partners, LLC

$205 Million
Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,971 shares of DFIV stock, worth $422,870. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,971

Previous 9,844 1.29%

Holding current value

$422,870

Previous $349,000 12.32%

% of portfolio

0.19%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$35.33 - $40.77 $4,486 - $5,177	127 Added 1.29%	9,971 $392,000
Q4 2024 Jan 24, 2025	SELL	$34.86 - $37.97 $6,902 - $7,518	-198 Reduced 1.97%	9,844 $349,000
Q3 2024 Nov 04, 2024	SELL	$34.66 - $38.38 $19,444 - $21,531	-561 Reduced 5.29%	10,042 $382,000
Q2 2024 Jul 19, 2024	BUY	$35.5 - $38.02 $7,029 - $7,527	198 Added 1.9%	10,603 $381,000
Q1 2024 Apr 29, 2024	BUY	$33.15 - $36.75 $106,013 - $117,526	3,198 Added 44.37%	10,405 $382,000
Q4 2023 Jan 29, 2024	BUY	$30.86 - $34.46 $222,408 - $248,353	7,207 New	7,207 $247,000

Others Institutions Holding DFIV

# of Institutions

690

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Wealthspan Partners, LLC Dimensional ETF Tr Transaction History