Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 15,132 shares of DFIS stock, worth $381,175. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,132
Previous 24,442 38.09%
Holding current value
$381,175
Previous $655,000 43.36%
% of portfolio
0.18%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$24.25 - $26.7 $225,767 - $248,577
-9,310 Reduced 38.09%
15,132 $371,000
Q3 2024

Nov 04, 2024
SELL
$24.06 - $26.97 $206,555 - $231,537
-8,585 Reduced 25.99%
24,442 $655,000
Q2 2024

Jul 19, 2024
BUY
$24.08 - $25.86 $55,961 - $60,098
2,324 Added 7.57%
33,027 $813,000
Q1 2024

Apr 29, 2024
BUY
$23.13 - $25.1 $79,197 - $85,942
3,424 Added 12.55%
30,703 $769,000
Q4 2023

Jan 29, 2024
BUY
$20.55 - $24.23 $56,224 - $66,293
2,736 Added 11.15%
27,279 $659,000
Q3 2023

Nov 01, 2023
BUY
$21.81 - $23.89 $187,369 - $205,238
8,591 Added 53.86%
24,543 $538,000
Q2 2023

Aug 08, 2023
BUY
$22.26 - $23.55 $355,091 - $375,669
15,952 New
15,952 $364,000

Others Institutions Holding DFIS

# of Institutions
200
Shares Held
81.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email