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 208,569 shares of DFAX stock, worth $5.33 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
208,569
Previous 212,518 1.86%
Holding current value
$5.33 Million
Previous $5.74 Million 9.67%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Feb 03, 2025
SELL
$24.76 - $27.04 $97,777 - $106,780
-3,949 Reduced 1.86%
208,569 $5.19 Million
Q3 2024

Nov 13, 2024
BUY
$24.29 - $27.25 $5.16 Million - $5.79 Million
212,518 New
212,518 $5.74 Million

Others Institutions Holding DFAX

# of Institutions
527
Shares Held
230M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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