Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,182,737 shares of DFAI stock, worth $76.8 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

2,182,737

Previous 2,238,479 2.49%

Holding current value

$76.8 Million

Previous $69.9 Million 7.94%

% of portfolio

0.43%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$28.02 - $34.71 $1.56 Million - $1.93 Million	-55,742 Reduced 2.49%	2,182,737 $75.5 Million
Q1 2025 May 09, 2025	BUY	$28.88 - $32.4 $2.96 Million - $3.32 Million	102,371 Added 4.79%	2,238,479 $69.9 Million
Q4 2024 Feb 03, 2025	BUY	$29.0 - $31.6 $9.27 Million - $10.1 Million	319,497 Added 17.59%	2,136,108 $62.4 Million
Q3 2024 Nov 13, 2024	BUY	$28.69 - $32.06 $47.8 Million - $53.5 Million	1,667,232 Added 1116.11%	1,816,611 $57.7 Million
Q2 2024 Aug 08, 2024	BUY	$28.93 - $30.91 $198,315 - $211,888	6,855 Added 4.81%	149,379 $4.43 Million
Q1 2024 May 06, 2024	BUY	$27.74 - $30.27 $312,823 - $341,354	11,277 Added 8.59%	142,524 $4.31 Million
Q4 2023 Feb 06, 2024	BUY	$24.88 - $28.69 $3.27 Million - $3.77 Million	131,247 New	131,247 $3.76 Million

Others Institutions Holding DFAI

# of Institutions

672

Shares Held

248M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History