Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History
Wealthcare Advisory Partners LLC
- $4.56 Billion
- Q3 2025
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 9,983 shares of DFIS stock, worth $313,665. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,983
Previous 9,626
3.71%
Holding current value
$313,665
Previous $287,000
9.76%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio