Wealthspan Partners, LLC / DFAI
Wealthspan Partners, LLC’s Dimensional Etf Trust Position
Does Wealthspan Partners, LLC own Dimensional Etf Trust (DFAI)? Yes — 177.1K shares worth $7M (+2.43% of its 13F portfolio) as of Q1 2026, down from 178.4K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
177.1K
% of Portfolio
+2.43%
Quarters Held
18
currently held
Position History DFAI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 177.1K | $7M | +2.43% |
| Q4 2025 | 178.4K | $7M | +2.47% |
| Q3 2025 | 177.1K | $6M | +2.46% |
| Q2 2025 | 173.8K | $6M | +2.48% |
| Q1 2025 | 164.5K | $5M | +2.37% |
| Q4 2024 | 161.9K | $5M | +2.26% |
| Q3 2024 | 170.0K | $5M | +2.67% |
| Q2 2024 | 176.4K | $5M | +2.89% |
| Q1 2024 | 171.0K | $5M | +3.04% |
| Q4 2023 | 160.8K | $5M | +3.22% |
| Q3 2023 | 146.7K | $4M | +3.03% |
| Q2 2023 | 124.8K | $3M | +2.69% |
| Q1 2023 | 107.2K | $3M | +2.47% |
| Q4 2022 | 98.5K | $2M | +2.24% |
| Q3 2022 | 89.8K | $2M | +2.01% |
| Q2 2022 | 13.5K | $325,000 | +0.34% |
| Q1 2022 | 13.5K | $381,000 | +0.35% |
| Q4 2021 | 10.2K | $301,000 | +0.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of DFAI.