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 212,518 shares of DFAX stock, worth $5.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

212,518

Holding current value

$5.27 Million

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$24.29 - $27.25 $5.16 Million - $5.79 Million	212,518 New	212,518 $5.74 Million

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$278 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$225 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$186 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$178 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$141 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History