Wealthspire Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 179,995 shares of DFUS stock, worth $12.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

179,995

Previous 181,861 1.03%

Holding current value

$12.4 Million

Previous $11.6 Million 6.16%

% of portfolio

0.07%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$59.61 - $66.71 $111,232 - $124,480	-1,866 Reduced 1.03%	179,995 $10.9 Million
Q4 2024 Feb 03, 2025	SELL	$61.52 - $66.5 $269,826 - $291,669	-4,386 Reduced 2.35%	181,861 $11.6 Million
Q3 2024 Nov 13, 2024	BUY	$56.04 - $62.2 $9.59 Million - $10.6 Million	171,182 Added 1136.29%	186,247 $11.6 Million
Q2 2024 Aug 08, 2024	BUY	$53.83 - $59.14 $44,678 - $49,086	830 Added 5.83%	15,065 $886,000
Q1 2024 May 06, 2024	BUY	$50.79 - $56.98 $45,203 - $50,712	890 Added 6.67%	14,235 $811,000
Q3 2023 Nov 06, 2023	BUY	$46.29 - $49.87 $407,768 - $439,304	8,809 Added 194.2%	13,345 $621,000
Q2 2023 Jul 31, 2023	SELL	$43.77 - $48.16 $19,608 - $21,575	-448 Reduced 8.99%	4,536 $218,000
Q1 2023 May 09, 2023	SELL	$41.24 - $45.43 $65,530 - $72,188	-1,589 Reduced 24.17%	4,984 $221,000
Q1 2022 May 09, 2022	BUY	$45.16 - $52.01 $57,262 - $65,948	1,268 Added 23.9%	6,573 $322,000
Q2 2021 Aug 13, 2021	BUY	$45.75 - $47.12 $242,703 - $249,971	5,305 New	5,305 $250,000

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Wealthspire Advisors, LLC Dimensional ETF Tr U S Equity Transaction History