Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,816,611 shares of DFAI stock, worth $52.7 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
1,816,611
Previous 149,379 1116.11%
Holding current value
$52.7 Million
Previous $4.43 Million 1202.59%
% of portfolio
0.59%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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