Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Wealthstream Advisors, Inc.

$575 Million
Q2 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 3,199,602 shares of DFIC stock, worth $105 Million. This represents 17.31% of its overall portfolio holdings.

Number of Shares

3,199,602

Previous 3,209,046 0.29%

Holding current value

$105 Million

Previous $89.1 Million 11.63%

% of portfolio

17.31%

Previous 17.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$24.94 - $31.15 $235,533 - $294,180	-9,444 Reduced 0.29%	3,199,602 $99.5 Million
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

520

Shares Held

300M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History