Position history for Wealthspire Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
Wealthspire Advisors, LLC holds 7.5M shares of DFAC (DIMENSIONAL ETF TRUST), worth $297.8M as of 2025-Q4. The position was decreased (-2.0% shares). DFAC represents 2.4% of Wealthspire Advisors, LLC's portfolio.
Current Value
$297.8M
Current Shares
7.5M
Total Value Change
+$289.9M
Total Shares Change
+7.3M
Other major holders of DFAC: Kestra Advisory Services, LLC, Cerity Partners LLC, MERCER GLOBAL ADVISORS INC /ADV
Decreased |
| 7.5M |
-2.0% |
| $297.8M |
| 2.4% |
| $39.91 |
0 |
| 2025-Q3 | Decreased | 7.7M | -2.4% | $296.2M | 1.5% | $38.40 | 0 |
| 2025-Q2 | Decreased | 7.9M | -5.5% | $281.9M | 1.6% | $35.52 | 0 |
| 2025-Q1 | Increased | 8.3M | +4.3% | $274.4M | 1.6% | $32.54 | 51 |
| 2024-Q4 | Increased | 8M | +0.9% | $275.9M | 2.7% | $34.28 | 53 |
| 2024-Q3 | Increased | 7.9M | +3095.6% | $270.9M | 2.8% | $33.74 | 85 |
| 2024-Q2 | Increased | 247,247 | +9.0% | $8M | 0.1% | $31.72 | 36 |