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DFAI
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
149,379
+4.8%
$4.4M0.1%$28.55
28

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

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