Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 14,375 shares of DFIS stock, worth $460,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,375
Previous 14,640 1.81%
Holding current value
$460,000
Previous $378,000 13.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
SELL
$23.2 - $29.84 $6,148 - $7,907
-265 Reduced 1.81%
14,375 $428,000
Q4 2024

Feb 03, 2025
BUY
$24.25 - $26.7 $355,020 - $390,888
14,640 New
14,640 $359,000

Others Institutions Holding DFIS

# of Institutions
275
Shares Held
85.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email