Wealthcare Advisory Partners LLC Dimensional ETF Tr Short Durat Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 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 9,207 shares of DFSD stock, worth $434,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,207
Previous 9,919 7.18%
Holding current value
$434,754
Previous $473,000 8.88%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
328
Shares Held
65.8M
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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