Wealthcare Advisory Partners LLC Dimensional ETF Tr Short Durat Transaction History
Wealthcare Advisory Partners LLC
- $3.43 Billion
- Q3 2024
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 9,919 shares of DFSD stock, worth $463,614. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,919
Previous 8,589
15.48%
Holding current value
$463,614
Previous $403,000
17.37%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$116 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.1 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.6 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.1 Million16.23% of portfolio