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 797,068 shares of DFAU stock, worth $33.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
797,068
Previous 1,236,727 35.55%
Holding current value
$33.1 Million
Previous $49.1 Million 34.25%
% of portfolio
0.33%
Previous 0.51%

Shares

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

Feb 03, 2025
SELL
$39.27 - $42.38 $17.3 Million - $18.6 Million
-439,659 Reduced 35.55%
797,068 $32.3 Million
Q3 2024

Nov 13, 2024
BUY
$35.8 - $39.69 $44.3 Million - $49.1 Million
1,236,727 New
1,236,727 $49.1 Million

Others Institutions Holding DFAU

# of Institutions
449
Shares Held
2.18B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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