Wealthcare Advisory Partners LLC Dimensional ETF Tr U S Target Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 14,802 shares of DFAT stock, worth $845,490. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,802

Previous 21,384 30.78%

Holding current value

$845,490

Previous $1.19 Million 30.78%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$54.54 - $61.04 $358,982 - $401,765	-6,582 Reduced 30.78%	14,802 $823,000
Q3 2024 Nov 04, 2024	SELL	$51.0 - $57.07 $127,245 - $142,389	-2,495 Reduced 10.45%	21,384 $1.19 Million
Q2 2024 Aug 09, 2024	SELL	$50.18 - $54.47 $32,566 - $35,351	-649 Reduced 2.65%	23,879 $1.24 Million
Q1 2024 Apr 15, 2024	BUY	$49.45 - $54.43 $21,461 - $23,622	434 Added 1.8%	24,528 $1.34 Million
Q4 2023 Feb 06, 2024	SELL	$42.71 - $53.09 $65,004 - $80,802	-1,522 Reduced 5.94%	24,094 $1.26 Million
Q3 2023 Oct 12, 2023	SELL	$45.07 - $49.71 $646,033 - $712,543	-14,334 Reduced 35.88%	25,616 $1.17 Million
Q2 2023 Jul 17, 2023	BUY	$41.44 - $46.39 $307,857 - $344,631	7,429 Added 22.84%	39,950 $1.85 Million
Q1 2023 May 04, 2023	BUY	$42.38 - $49.75 $796,616 - $935,150	18,797 Added 136.96%	32,521 $1.45 Million
Q4 2022 Feb 13, 2023	SELL	$40.24 - $46.91 $30,944 - $36,073	-769 Reduced 5.31%	13,724 $603,000
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $95,468 - $114,542	2,458 Added 20.42%	14,493 $565,000
Q2 2022 Aug 15, 2022	BUY	$39.72 - $47.15 $478,030 - $567,450	12,035 New	12,035 $484,000
Q1 2022 Apr 15, 2022	SELL	$44.35 - $48.64 $323,621 - $354,926	-7,297 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$44.48 - $49.36 $156,347 - $173,500	-3,515 Reduced 32.51%	7,297 $346,000
Q3 2021 Nov 15, 2021	BUY	$41.66 - $45.84 $120,397 - $132,477	2,890 Added 36.48%	10,812 $480,000
Q2 2021 Aug 16, 2021	BUY	$43.52 - $46.03 $344,765 - $364,649	7,922 New	7,922 $355,000

Others Institutions Holding DFAT

# of Institutions

675

Shares Held

157M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Wealthcare Advisory Partners LLC Dimensional ETF Tr U S Target Transaction History