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

Wealthspire Advisors, LLC holds 2M shares of DFAI (DIMENSIONAL ETF TRUST), worth $82.6M as of 2026-Q2. The position was increased (+0.6% shares). DFAI represents 0.5% of Wealthspire Advisors, LLC's portfolio.

Current Value

$82.6M

Current Shares

2M

Total Value Change

+$24.9M

Total Shares Change

+185,515

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+0.6%
$82.6M0.5%$41.25
36
2026-Q1
Decreased
2M
-2.8%
$77.6M0.6%$40.34
0
2025-Q4
Decreased
2M
-5.4%
$78M0.6%$38.30
0
2025-Q3
Decreased
2.2M
-0.8%
$78.7M0.4%$35.95
0
2025-Q2
Decreased
2.2M
-2.5%
$75.5M0.4%$34.12
0
2025-Q1
Increased
2.2M
+4.8%
$69.9M0.4%$30.77
37
2024-Q4
Increased
2.1M
+17.6%
$62.4M0.6%$28.41
49
2024-Q3
Increased
1.8M
+1116.1%
$57.7M0.6%$30.80
67

Other major holders of DFAI: ENVESTNET ASSET MANAGEMENT INC, First Command Advisory Services, Inc., PRUDENTIAL FINANCIAL INC

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