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 13,568 shares of DFAX stock, worth $344,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,568
Previous 13,470 0.73%
Holding current value
$344,627
Previous $342,000 7.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$24.29 - $27.25 $2,380 - $2,670
98 Added 0.73%
13,568 $366,000
Q2 2024

Aug 09, 2024

SELL
$24.57 - $26.36 $171 - $184
-7 Reduced 0.05%
13,470 $342,000
Q1 2024

Apr 15, 2024

BUY
$23.42 - $25.45 $9,672 - $10,510
413 Added 3.16%
13,477 $342,000
Q4 2023

Feb 06, 2024

BUY
$21.44 - $24.42 $280,092 - $319,022
13,064 New
13,064 $319,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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.