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DFAEDFAE
11 quarters

Position history for WAWealthspire Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

Yes. Wealthspire Advisors holds 2,373,919 shares of DFAE, worth $95.5M, as of its Q2 2026 13F filing. It reduced the position by 62,380 shares (-2.6%) from Q1 2026. Wealthspire Advisors has held DFAE since Q4 2023, across 11 quarterly 13F filings. DFAE is 0.5% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$95.5M

Current Shares

2.4M

Total Value Change

+$94.1M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.4M
-2.6%
$95.5M0.5%$39.95
0
2026-Q1
Decreased
2.4M
-4.6%
$82.5M0.6%$33.47
0
2025-Q4
Decreased
2.6M
-2.8%
$83.2M0.7%$32.14
0
2025-Q3
Increased
2.6M
+0.7%
$82.9M0.4%$30.92
36
2025-Q2
Increased
2.6M
+0.5%
$75.6M0.4%$28.18
36
2025-Q1
Increased
2.6M
+2.7%
$67.3M0.4%$25.00
36
2024-Q4
Increased
2.5M
+11.0%
$64.2M0.6%$24.45
46
2024-Q3
Increased
2.3M
+3676.3%
$62.5M0.6%$26.26
67
2024-Q2
Increased
60,363
+0.5%
$1.6M0.0%$24.56
26
2024-Q1
Increased
60,048
+4.3%
$1.5M0.0%$23.31
27
2023-Q4
New
57,560
-
$1.4M0.0%$22.70
35

Other major holders of DFAE: MATHER GROUP, LLC., Retirement Systems of Alabama

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