Wealthcare Advisory Partners LLC Dimensional ETF Tr Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

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 $340,659. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,591

Previous 11,556 0.3%

Holding current value

$340,659

Previous $342,000 7.6%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

539

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Wealthcare Advisory Partners LLC Dimensional ETF Tr Transaction History