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 211,114 shares of DFAX stock, worth $6.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
211,114
Previous 213,761 1.24%
Holding current value
$6.7 Million
Previous $5.6 Million 10.71%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 11, 2025
SELL
$23.37 - $29.39 $61,860 - $77,795
-2,647 Reduced 1.24%
211,114 $6.2 Million
Q1 2025

May 09, 2025
BUY
$24.45 - $27.2 $126,944 - $141,222
5,192 Added 2.49%
213,761 $5.6 Million
Q4 2024

Feb 03, 2025
SELL
$24.76 - $27.04 $97,777 - $106,780
-3,949 Reduced 1.86%
208,569 $5.19 Million
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
653
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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