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

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

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 7,865,701 shares of DFAC stock, worth $295 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

7,865,701

Previous 8,319,006 5.45%

Holding current value

$295 Million

Previous $274 Million 2.72%

% of portfolio

1.6%

Previous 1.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$29.12 - $35.84 $13.2 Million - $16.2 Million	-453,305 Reduced 5.45%	7,865,701 $282 Million
Q1 2025 May 09, 2025	BUY	$32.42 - $36.13 $11.1 Million - $12.4 Million	342,800 Added 4.3%	8,319,006 $274 Million
Q4 2024 Feb 03, 2025	BUY	$33.92 - $36.6 $2.55 Million - $2.75 Million	75,171 Added 0.95%	7,976,206 $276 Million
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

1,132

Shares Held

830M

Call Options Held

36.6K

Put Options Held

7.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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