Wealthcare Advisory Partners LLC Dimensional ETF Tr U S Small C Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 12,915 shares of DFAS stock, worth $776,578. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,915

Previous 14,492 10.88%

Holding current value

$776,578

Previous $939,000 10.54%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$63.58 - $71.15 $100,265 - $112,203	-1,577 Reduced 10.88%	12,915 $840,000
Q3 2024 Nov 04, 2024	BUY	$59.25 - $65.33 $44,141 - $48,670	745 Added 5.42%	14,492 $939,000
Q2 2024 Aug 09, 2024	BUY	$57.42 - $62.37 $35,141 - $38,170	612 Added 4.66%	13,747 $825,000
Q1 2024 Apr 15, 2024	BUY	$56.66 - $62.34 $299,958 - $330,027	5,294 Added 67.52%	13,135 $818,000
Q4 2023 Feb 06, 2024	BUY	$48.83 - $60.51 $4,297 - $5,324	88 Added 1.14%	7,841 $467,000
Q3 2023 Oct 12, 2023	SELL	$51.84 - $57.67 $950,071 - $1.06 Million	-18,327 Reduced 70.27%	7,753 $406,000
Q2 2023 Jul 17, 2023	BUY	$49.85 - $54.8 $327,315 - $359,816	6,566 Added 33.65%	26,080 $1.43 Million
Q1 2023 May 04, 2023	BUY	$50.35 - $57.8 $982,529 - $1.13 Million	19,514 New	19,514 $1.03 Million

Others Institutions Holding DFAS

# of Institutions

782

Shares Held

119M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Wealthcare Advisory Partners LLC Dimensional ETF Tr U S Small C Transaction History