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 $223,872. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,745
Previous 8,985
2.67%
Holding current value
$223,872
Previous $241,000
11.2%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$454 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$318 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$273 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$97.8 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.7 Million3.04% of portfolio