Wealthstream Advisors, Inc. Dimensional ETF Tr Transaction History
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 6,286 shares of DFAI stock, worth $233,147. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,286
Previous 6,286
-0.0%
Holding current value
$233,147
Previous $217,000
5.07%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio