Wealthspire Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Number of Shares
83,352
Previous 49,770 67.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
BUY
N/A
33,582 Added 67.47%
83,352 $0
Q1 2025

May 09, 2025
BUY
N/A
8,604 Added 20.9%
49,770 $0
Q4 2024

Feb 03, 2025
BUY
N/A
23,334 Added 130.85%
41,166 $0
Q3 2024

Nov 13, 2024
BUY
N/A
17,832 New
17,832 $0
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