Wealthcare Advisory Partners LLC Dimensional ETF Tr Short Durat Transaction History

Wealthcare Advisory Partners LLC

  • $4.81 Billion
  • Q4 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 20,489 shares of DFSD stock, worth $987,569. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,489
Previous 17,857 14.74%
Holding current value
$987,569
Previous $860,000 14.77%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$48.17 - $48.5 $126,783 - $127,652
2,632 Added 14.74%
20,489 $987,000
Q3 2025

Nov 07, 2025
BUY
$47.86 - $48.43 $102,659 - $103,882
2,145 Added 13.65%
17,857 $860,000
Q2 2025

Jul 22, 2025
BUY
$47.09 - $48.01 $113,157 - $115,368
2,403 Added 18.06%
15,712 $754,000
Q1 2025

Apr 14, 2025
BUY
$46.74 - $47.55 $191,727 - $195,050
4,102 Added 44.55%
13,309 $632,000
Q4 2024

Jan 15, 2025
SELL
$46.75 - $47.8 $33,286 - $34,033
-712 Reduced 7.18%
9,207 $431,000
Q3 2024

Nov 04, 2024
BUY
$47.0 - $47.84 $62,510 - $63,627
1,330 Added 15.48%
9,919 $473,000
Q2 2024

Aug 09, 2024
BUY
$46.64 - $47.15 $124,482 - $125,843
2,669 Added 45.08%
8,589 $403,000
Q1 2024

Apr 15, 2024
BUY
$46.78 - $47.19 $6,970 - $7,031
149 Added 2.58%
5,920 $278,000
Q4 2023

Feb 06, 2024
BUY
$46.16 - $47.09 $266,389 - $271,756
5,771 New
5,771 $271,000

Others Institutions Holding DFSD

# of Institutions
392
Shares Held
87M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email