Wealthcare Advisory Partners LLC Dimensional ETF Tr Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 6,928 shares of DFAI stock, worth $212,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,928

Previous 11,591 40.23%

Holding current value

$212,066

Previous $368,000 45.11%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$29.0 - $31.6 $135,227 - $147,350	-4,663 Reduced 40.23%	6,928 $202,000
Q3 2024 Nov 04, 2024	BUY	$28.69 - $32.06 $1,004 - $1,122	35 Added 0.3%	11,591 $368,000
Q2 2024 Aug 09, 2024	SELL	$28.93 - $30.91 $9,141 - $9,767	-316 Reduced 2.66%	11,556 $342,000
Q1 2024 Apr 15, 2024	BUY	$27.74 - $30.27 $24,799 - $27,061	894 Added 8.14%	11,872 $358,000
Q4 2023 Feb 06, 2024	SELL	$24.88 - $28.69 $98,898 - $114,042	-3,975 Reduced 26.58%	10,978 $314,000
Q3 2023 Oct 12, 2023	BUY	$26.0 - $28.17 $1,118 - $1,211	43 Added 0.29%	14,953 $390,000
Q2 2023 Jul 17, 2023	BUY	$26.46 - $28.05 $31,249 - $33,127	1,181 Added 8.6%	14,910 $407,000
Q1 2023 May 04, 2023	BUY	$25.21 - $27.45 $112,839 - $122,866	4,476 Added 48.37%	13,729 $369,000
Q4 2022 Feb 13, 2023	SELL	$21.47 - $25.85 $69,756 - $83,986	-3,249 Reduced 25.99%	9,253 $231,000
Q3 2022 Nov 14, 2022	BUY	$21.44 - $25.78 $18,009 - $21,655	840 Added 7.2%	12,502 $270,000
Q2 2022 Aug 15, 2022	BUY	$23.87 - $28.49 $7,519 - $8,974	315 Added 2.78%	11,662 $282,000
Q1 2022 Apr 15, 2022	BUY	$25.94 - $30.08 $294,341 - $341,317	11,347 New	11,347 $319,000

Others Institutions Holding DFAI

# of Institutions

562

Shares Held

190M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Dimensional ETF Tr Transaction History