Wealthcare Advisory Partners LLC Dimensional ETF Tr Short Durat Transaction History
Wealthcare Advisory Partners LLC
- $4.56 Billion
- Q3 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 17,857 shares of DFSD stock, worth $860,707. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,857
Previous 15,712
13.65%
Holding current value
$860,707
Previous $754,000
14.06%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio