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 851,789 shares of DFAU stock, worth $39.2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
851,789
Previous 790,704 7.73%
Holding current value
$39.2 Million
Previous $30.4 Million 18.71%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Aug 11, 2025
BUY
$34.04 - $42.36 $2.08 Million - $2.59 Million
61,085 Added 7.73%
851,789 $36.1 Million
Q1 2025

May 09, 2025
SELL
$37.84 - $42.29 $240,813 - $269,133
-6,364 Reduced 0.8%
790,704 $30.4 Million
Q4 2024

Feb 03, 2025
SELL
$39.27 - $42.38 $17.3 Million - $18.6 Million
-439,659 Reduced 35.55%
797,068 $32.3 Million
Q3 2024

Nov 13, 2024
BUY
$35.8 - $39.69 $44.3 Million - $49.1 Million
1,236,727 New
1,236,727 $49.1 Million

Others Institutions Holding DFAU

# of Institutions
531
Shares Held
139M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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