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 27,340 shares of DFSV stock, worth $884,449. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,340
Previous 19,047 43.54%
Holding current value
$884,449
Previous $536,000 50.0%
% 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
BUY
$24.21 - $29.47 $200,773 - $244,394
8,293 Added 43.54%
27,340 $804,000
Q4 2024

Feb 03, 2025
BUY
$30.18 - $33.87 $574,838 - $645,121
19,047 New
19,047 $586,000

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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