Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 790,704 shares of DFAU stock, worth $34.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
790,704
Previous 797,068 0.8%
Holding current value
$34.4 Million
Previous $32.3 Million 5.82%
% of portfolio
0.18%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
521
Shares Held
140M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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