Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History
Wealthcare Advisory Partners LLC
- $4.19 Billion
- Q2 2025
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 728,414 shares of DFIC stock, worth $24 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
728,414
Previous 734,806
0.87%
Holding current value
$24 Million
Previous $20.6 Million
9.99%
% of portfolio
0.54%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$947 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$545 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio