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 19,846 shares of DISV stock, worth $537,628. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,846
Previous 24,804 19.99%
Holding current value
$537,628
Previous $720,000 26.81%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$26.18 - $28.77 $129,800 - $142,641
-4,958 Reduced 19.99%
19,846 $527,000
Q3 2024

Nov 04, 2024
BUY
$26.06 - $29.18 $61,449 - $68,806
2,358 Added 10.51%
24,804 $720,000
Q2 2024

Aug 09, 2024
BUY
$26.23 - $28.56 $195,308 - $212,657
7,446 Added 49.64%
22,446 $604,000
Q1 2024

Apr 15, 2024
BUY
$24.73 - $27.24 $16,569 - $18,250
670 Added 4.68%
15,000 $407,000
Q4 2023

Feb 06, 2024
BUY
$22.43 - $25.87 $321,421 - $370,717
14,330 New
14,330 $369,000

Others Institutions Holding DISV

# of Institutions
279
Shares Held
62.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email