Wealthspire Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 181,861 shares of DFUS stock, worth $11.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
181,861
Previous 186,247 2.35%
Holding current value
$11.7 Million
Previous $11.6 Million 0.14%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Feb 03, 2025
SELL
$61.52 - $66.5 $269,826 - $291,669
-4,386 Reduced 2.35%
181,861 $11.6 Million
Q3 2024

Nov 13, 2024
BUY
$56.04 - $62.2 $9.59 Million - $10.6 Million
171,182 Added 1136.29%
186,247 $11.6 Million
Q2 2024

Aug 08, 2024
BUY
$53.83 - $59.14 $44,678 - $49,086
830 Added 5.83%
15,065 $886,000
Q1 2024

May 06, 2024
BUY
$50.79 - $56.98 $45,203 - $50,712
890 Added 6.67%
14,235 $811,000
Q3 2023

Nov 06, 2023
BUY
$46.29 - $49.87 $407,768 - $439,304
8,809 Added 194.2%
13,345 $621,000
Q2 2023

Jul 31, 2023
SELL
$43.77 - $48.16 $19,608 - $21,575
-448 Reduced 8.99%
4,536 $218,000
Q1 2023

May 09, 2023
SELL
$41.24 - $45.43 $65,530 - $72,188
-1,589 Reduced 24.17%
4,984 $221,000
Q1 2022

May 09, 2022
BUY
$45.16 - $52.01 $57,262 - $65,948
1,268 Added 23.9%
6,573 $322,000
Q2 2021

Aug 13, 2021
BUY
$45.75 - $47.12 $242,703 - $249,971
5,305 New
5,305 $250,000

Others Institutions Holding DFUS

# of Institutions
724
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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