Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Wealthstream Advisors, Inc.

$255 Million
Q1 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 962,488 shares of DFIC stock, worth $25.7 Million. This represents 10.09% of its overall portfolio holdings.

Number of Shares

962,488

Previous 924,174 4.15%

Holding current value

$25.7 Million

Previous $23.6 Million 9.12%

% of portfolio

10.09%

Previous 9.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$20.72 - $23.03 $13.5 Million - $15 Million	651,109 New	651,109 $14.6 Million

Others Institutions Holding DFIC

# of Institutions

327

Shares Held

198M

Call Options Held

100

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History