Position history for Wealthspire Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
Wealthspire Advisors, LLC holds 2M shares of DFAI (DIMENSIONAL ETF TRUST), worth $77.6M as of 2026-Q1. The position was decreased (-2.8% shares). DFAI represents 0.6% of Wealthspire Advisors, LLC's portfolio.
Current Value
$77.6M
Current Shares
2M
Total Value Change
+$73.1M
Total Shares Change
+1.8M
Other major holders of DFAI: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, PRUDENTIAL FINANCIAL INC, First Command Advisory Services, Inc.
Decreased |
| 2M |
-2.8% |
| $77.6M |
| 0.6% |
| $40.34 |
0 |
| 2025-Q4 | Decreased | 2M | -5.4% | $78M | 0.6% | $38.30 | 0 |
| 2025-Q3 | Decreased | 2.2M | -0.8% | $78.7M | 0.4% | $35.95 | 0 |
| 2025-Q2 | Decreased | 2.2M | -2.5% | $75.5M | 0.4% | $34.12 | 0 |
| 2025-Q1 | Increased | 2.2M | +4.8% | $69.9M | 0.4% | $30.77 | 37 |
| 2024-Q4 | Increased | 2.1M | +17.6% | $62.4M | 0.6% | $28.41 | 49 |
| 2024-Q3 | Increased | 1.8M | +1116.1% | $57.7M | 0.6% | $30.80 | 67 |
| 2024-Q2 | Increased | 149,379 | +4.8% | $4.4M | 0.1% | $28.55 | 28 |