Wealthspan Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025
Number of Shares
178,909
Previous 140,559 27.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
38,350 Added 27.28%
178,909 $0
Q1 2025

Apr 21, 2025
BUY
N/A
68,090 Added 93.96%
140,559 $0
Q4 2024

Jan 24, 2025
BUY
N/A
13,009 Added 21.88%
72,469 $0
Q3 2024

Nov 04, 2024
BUY
N/A
8,531 Added 16.75%
59,460 $0
Q2 2024

Jul 19, 2024
BUY
N/A
29,079 Added 133.08%
50,929 $0
Q1 2024

Apr 29, 2024
BUY
N/A
21,850 New
21,850 $0
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email