A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 34,493 shares of DFIC stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,493
Previous 16,168 113.34%
Holding current value
$1.15 Million
Previous $448,000 139.29%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 11, 2025

BUY
$24.94 - $31.15 $457,025 - $570,823
18,325 Added 113.34%
34,493 $1.07 Million
Q4 2024

Feb 03, 2025

BUY
$25.61 - $28.0 $414,062 - $452,704
16,168 New
16,168 $417,000

Others Institutions Holding DFIC

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.