Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,136,108 shares of DFAI stock, worth $66.6 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

2,136,108

Previous 1,816,611 17.59%

Holding current value

$66.6 Million

Previous $57.7 Million 8.04%

% of portfolio

0.63%

Previous 0.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

602

Shares Held

229M

Call Options Held

3.7K

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