Wealthcare Advisory Partners LLC Dimensional ETF Tr Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

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 6,595 shares of DFIV stock, worth $246,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,595

Previous 6,454 2.18%

Holding current value

$246,587

Previous $231,000 8.66%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$34.66 - $38.38 $4,887 - $5,411	141 Added 2.18%	6,595 $251,000
Q2 2024 Aug 09, 2024	SELL	$35.5 - $38.02 $35,961 - $38,514	-1,013 Reduced 13.57%	6,454 $231,000
Q1 2024 Apr 15, 2024	BUY	$33.15 - $36.75 $13,889 - $15,398	419 Added 5.94%	7,467 $274,000
Q4 2023 Feb 06, 2024	SELL	$30.86 - $34.46 $4,814 - $5,375	-156 Reduced 2.17%	7,048 $242,000
Q3 2023 Oct 12, 2023	BUY	$32.1 - $34.42 $30,045 - $32,217	936 Added 14.93%	7,204 $234,000
Q2 2023 Jul 17, 2023	SELL	$31.45 - $33.77 $67,586 - $72,571	-2,149 Reduced 25.53%	6,268 $205,000
Q1 2023 May 04, 2023	BUY	$30.43 - $33.38 $21,514 - $23,599	707 Added 9.17%	8,417 $271,000
Q4 2022 Feb 13, 2023	SELL	$25.88 - $31.1 $30,771 - $36,977	-1,189 Reduced 13.36%	7,710 $234,000
Q3 2022 Nov 14, 2022	BUY	$25.71 - $30.57 $228,793 - $272,042	8,899 New	8,899 $229,000

Others Institutions Holding DFIV

# of Institutions

541

Shares Held

190M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

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.

Account

Wealthcare Advisory Partners LLC Dimensional ETF Tr Transaction History