Wealthcare Advisory Partners LLC Dimensional ETF Tr Short Durat Transaction History
Wealthcare Advisory Partners LLC
- $3.43 Billion
- Q3 2024
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 9,919 shares of DFSD stock, worth $469,664. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,919
Previous 8,589
15.48%
Holding current value
$469,664
Previous $403,000
17.37%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio