Wealthspire Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,901,035 shares of DFAC stock, worth $275 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

7,901,035

Previous 247,247 3095.6%

Holding current value

$275 Million

Previous $7.97 Million 3298.9%

% of portfolio

2.79%

Previous 0.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$31.05 - $34.29 $238 Million - $262 Million	7,653,788 Added 3095.6%	7,901,035 $271 Million
Q2 2024 Aug 08, 2024	BUY	$30.09 - $32.37 $615,791 - $662,452	20,465 Added 9.02%	247,247 $7.97 Million
Q1 2024 May 06, 2024	BUY	$28.62 - $31.95 $825,515 - $921,565	28,844 Added 14.57%	226,782 $7.25 Million
Q4 2023 Feb 06, 2024	BUY	$24.91 - $29.38 $4.93 Million - $5.82 Million	197,938 New	197,938 $5.79 Million

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History