Wealthcare Advisory Partners LLC Dimensional ETF Tr Short Durat Transaction History

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 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 13,309 shares of DFSD stock, worth $633,907. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,309
Previous 9,207 44.55%
Holding current value
$633,907
Previous $431,000 46.64%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
351
Shares Held
67.8M
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
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