Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 8,745 shares of DFIS stock, worth $220,024. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,745
Previous 8,985 2.67%
Holding current value
$220,024
Previous $241,000 11.2%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$24.25 - $26.7 $5,820 - $6,408
-240 Reduced 2.67%
8,745 $214,000
Q3 2024

Nov 04, 2024
BUY
$24.06 - $26.97 $216,179 - $242,325
8,985 New
8,985 $241,000

Others Institutions Holding DFIS

# of Institutions
198
Shares Held
79.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email