Wealthcare Advisory Partners LLC Dimensional ETF Tr Us Marketwi Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 24,623 shares of DFUV stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

24,623

Previous 24,745 0.49%

Holding current value

$1.02 Million

Previous $971,000 5.66%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$38.51 - $41.69 $4,698 - $5,086	-122 Reduced 0.49%	24,623 $1.03 Million
Q2 2024 Aug 09, 2024	BUY	$38.53 - $40.76 $924 - $978	24 Added 0.1%	24,745 $971,000
Q1 2024 Apr 15, 2024	BUY	$36.22 - $40.9 $273,424 - $308,754	7,549 Added 43.96%	24,721 $1.01 Million
Q4 2023 Feb 06, 2024	BUY	$31.85 - $37.39 $828 - $972	26 Added 0.15%	17,172 $639,000
Q3 2023 Oct 12, 2023	SELL	$33.83 - $36.19 $3,619 - $3,872	-107 Reduced 0.62%	17,146 $583,000
Q2 2023 Jul 17, 2023	SELL	$32.32 - $34.5 $7,562 - $8,073	-234 Reduced 1.34%	17,253 $595,000
Q1 2023 May 04, 2023	BUY	$31.9 - $35.83 $43,160 - $48,477	1,353 Added 8.39%	17,487 $585,000
Q4 2022 Feb 13, 2023	SELL	$30.23 - $35.36 $12,726 - $14,886	-421 Reduced 2.54%	16,134 $540,000
Q3 2022 Nov 14, 2022	SELL	$29.6 - $34.78 $97,088 - $114,078	-3,280 Reduced 16.54%	16,555 $490,000
Q2 2022 Aug 15, 2022	BUY	$30.92 - $35.31 $613,298 - $700,373	19,835 New	19,835 $627,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

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.

Account

Wealthcare Advisory Partners LLC Dimensional ETF Tr Us Marketwi Transaction History