A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 11,591 shares of DFAI stock, worth $344,716. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,591
Previous 11,556 0.3%
Holding current value
$344,716
Previous $342,000 7.6%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$28.69 - $32.06 $1,004 - $1,122
35 Added 0.3%
11,591 $368,000
Q2 2024

Aug 09, 2024

SELL
$28.93 - $30.91 $9,141 - $9,767
-316 Reduced 2.66%
11,556 $342,000
Q1 2024

Apr 15, 2024

BUY
$27.74 - $30.27 $24,799 - $27,061
894 Added 8.14%
11,872 $358,000
Q4 2023

Feb 06, 2024

SELL
$24.88 - $28.69 $98,898 - $114,042
-3,975 Reduced 26.58%
10,978 $314,000
Q3 2023

Oct 12, 2023

BUY
$26.0 - $28.17 $1,118 - $1,211
43 Added 0.29%
14,953 $390,000
Q2 2023

Jul 17, 2023

BUY
$26.46 - $28.05 $31,249 - $33,127
1,181 Added 8.6%
14,910 $407,000
Q1 2023

May 04, 2023

BUY
$25.21 - $27.45 $112,839 - $122,866
4,476 Added 48.37%
13,729 $369,000
Q4 2022

Feb 13, 2023

SELL
$21.47 - $25.85 $69,756 - $83,986
-3,249 Reduced 25.99%
9,253 $231,000
Q3 2022

Nov 14, 2022

BUY
$21.44 - $25.78 $18,009 - $21,655
840 Added 7.2%
12,502 $270,000
Q2 2022

Aug 15, 2022

BUY
$23.87 - $28.49 $7,519 - $8,974
315 Added 2.78%
11,662 $282,000
Q1 2022

Apr 15, 2022

BUY
$25.94 - $30.08 $294,341 - $341,317
11,347 New
11,347 $319,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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