Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History
Wealthcare Advisory Partners LLC
- $3.14 Billion
- Q2 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 116,777 shares of DFIC stock, worth $3.21 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
116,777
Previous 86,616
34.82%
Holding current value
$3.21 Million
Previous $2.32 Million
32.56%
% of portfolio
0.1%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$654 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$642 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$419 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio