A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,279,507 shares of DFAE stock, worth $58.9 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
2,279,507
Previous 60,363 3676.33%
Holding current value
$58.9 Million
Previous $1.56 Million 3902.63%
% of portfolio
0.64%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.