Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,610,903 shares of DFAE stock, worth $79.1 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,610,903
Previous 2,597,661
0.51%
Holding current value
$79.1 Million
Previous $67.3 Million
12.39%
% of portfolio
0.43%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding DFAE
# of Institutions
600Shares Held
181MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$384 Million1.34% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$367 Million3.78% of portfolio
-
Perritt Capital Management Inc Chicago, IL8.38MShares$254 Million1.56% of portfolio
-
Ubs Group Ag6.14MShares$186 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$143 Million0.01% of portfolio