Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,597,661 shares of DFAE stock, worth $76.3 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

2,597,661

Previous 2,530,427 2.66%

Holding current value

$76.3 Million

Previous $64.2 Million 4.8%

% of portfolio

0.41%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$24.64 - $26.86 $1.66 Million - $1.81 Million	67,234 Added 2.66%	2,597,661 $67.3 Million
Q4 2024 Feb 03, 2025	BUY	$25.36 - $28.15 $6.36 Million - $7.06 Million	250,920 Added 11.01%	2,530,427 $64.2 Million
Q3 2024 Nov 13, 2024	BUY	$24.46 - $27.82 $54.3 Million - $61.7 Million	2,219,144 Added 3676.33%	2,279,507 $62.5 Million
Q2 2024 Aug 08, 2024	BUY	$24.03 - $26.3 $7,569 - $8,284	315 Added 0.52%	60,363 $1.56 Million
Q1 2024 May 06, 2024	BUY	$22.74 - $24.88 $56,577 - $61,901	2,488 Added 4.32%	60,048 $1.48 Million
Q4 2023 Feb 06, 2024	BUY	$21.63 - $24.11 $1.25 Million - $1.39 Million	57,560 New	57,560 $1.39 Million

Others Institutions Holding DFAE

# of Institutions

586

Shares Held

166M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History