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 103,896 shares of DFIV stock, worth $4.42 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
103,896
Previous 105,177 1.22%
Holding current value
$4.42 Million
Previous $3.73 Million 9.62%
% of portfolio
0.02%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$35.33 - $40.77 $45,257 - $52,226
-1,281 Reduced 1.22%
103,896 $4.09 Million
Q4 2024

Feb 03, 2025
BUY
$34.86 - $37.97 $778,005 - $847,414
22,318 Added 26.93%
105,177 $3.73 Million
Q3 2024

Nov 13, 2024
BUY
$34.66 - $38.38 $2.87 Million - $3.18 Million
82,859 New
82,859 $3.16 Million

Others Institutions Holding DFIV

# of Institutions
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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