Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History
Wealthcare Advisory Partners LLC
- $3.49 Billion
- Q4 2024
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 119,709 shares of DFIC stock, worth $3.4 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
119,709
Previous 128,476
6.82%
Holding current value
$3.4 Million
Previous $3.62 Million
14.41%
% of portfolio
0.09%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio