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 105,007 shares of DFIV stock, worth $4.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
105,007
Previous 103,896 1.07%
Holding current value
$4.9 Million
Previous $4.09 Million 9.98%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 11, 2025
BUY
$34.67 - $43.21 $38,518 - $48,006
1,111 Added 1.07%
105,007 $4.5 Million
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
747
Shares Held
261M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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