Wealthspire Advisors, LLC Dimensional ETF Tr Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,530,427 shares of DFAE stock, worth $65 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
2,530,427
Previous 2,279,507 11.01%
Holding current value
$65 Million
Previous $62.5 Million 2.7%
% of portfolio
0.65%
Previous 0.64%

Shares

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

Feb 03, 2025
BUY
$25.36 - $28.15 $6.36 Million - $7.06 Million
250,920 Added 11.01%
2,530,427 $64.2 Million
Q3 2024

Nov 13, 2024
BUY
$24.46 - $27.82 $54.3 Million - $61.7 Million
2,219,144 Added 3676.33%
2,279,507 $62.5 Million
Q2 2024

Aug 08, 2024
BUY
$24.03 - $26.3 $7,569 - $8,284
315 Added 0.52%
60,363 $1.56 Million
Q1 2024

May 06, 2024
BUY
$22.74 - $24.88 $56,577 - $61,901
2,488 Added 4.32%
60,048 $1.48 Million
Q4 2023

Feb 06, 2024
BUY
$21.63 - $24.11 $1.25 Million - $1.39 Million
57,560 New
57,560 $1.39 Million

Others Institutions Holding DFAE

# of Institutions
536
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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