Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Wealthstream Advisors, Inc.

$512 Million
Q1 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,209,046 shares of DFIC stock, worth $98.2 Million. This represents 17.42% of its overall portfolio holdings.

Number of Shares

3,209,046

Previous 3,105,142 3.35%

Holding current value

$98.2 Million

Previous $80.3 Million 11.02%

% of portfolio

17.42%

Previous 15.47%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$25.54 - $28.79 $2.65 Million - $2.99 Million	103,904 Added 3.35%	3,209,046 $89.1 Million
Q4 2024 Feb 04, 2025	BUY	$25.61 - $28.0 $5.69 Million - $6.22 Million	222,193 Added 7.71%	3,105,142 $80.3 Million
Q3 2024 Nov 06, 2024	BUY	$25.36 - $28.37 $47.6 Million - $53.2 Million	1,876,529 Added 186.46%	2,882,949 $81.1 Million
Q2 2024 Jul 29, 2024	BUY	$25.73 - $27.44 $1.13 Million - $1.21 Million	43,932 Added 4.56%	1,006,420 $26.5 Million
Q1 2024 May 08, 2024	BUY	$24.62 - $26.83 $943,290 - $1.03 Million	38,314 Added 4.15%	962,488 $25.7 Million
Q4 2023 Feb 12, 2024	BUY	$22.18 - $25.58 $2.05 Million - $2.36 Million	92,255 Added 11.09%	924,174 $23.6 Million
Q3 2023 Nov 06, 2023	BUY	$23.25 - $25.17 $2.11 Million - $2.29 Million	90,841 Added 12.26%	831,919 $19.4 Million
Q2 2023 Aug 02, 2023	BUY	$23.45 - $24.88 $740,152 - $785,287	31,563 Added 4.45%	741,078 $18 Million
Q1 2023 May 02, 2023	BUY	$22.5 - $24.64 $1.31 Million - $1.44 Million	58,406 Added 8.97%	709,515 $17.1 Million
Q4 2022 Feb 02, 2023	BUY	$19.06 - $23.03 $12.4 Million - $15 Million	651,109 New	651,109 $14.6 Million

Others Institutions Holding DFIC

# of Institutions

471

Shares Held

279M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History