Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 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 15,132 shares of DFIS stock, worth $405,991. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,132
Previous 24,442 38.09%
Holding current value
$405,991
Previous $655,000 43.36%
% of portfolio
0.18%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
236
Shares Held
81.5M
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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