Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 27,343 shares of DFSV stock, worth $858,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,343
Previous 27,340 0.01%
Holding current value
$858,570
Previous $804,000 8.21%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$29.2 - $32.74 $87 - $98
3 Added 0.01%
27,343 $870,000
Q2 2025

Aug 11, 2025
BUY
$24.21 - $29.47 $200,773 - $244,394
8,293 Added 43.54%
27,340 $804,000
Q4 2024

Feb 03, 2025
BUY
$30.18 - $33.87 $574,838 - $645,121
19,047 New
19,047 $586,000

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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