Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 113,336 shares of DFSV stock, worth $3.16 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

113,336

Previous 47,084 140.71%

Holding current value

$3.16 Million

Previous $1.45 Million 119.81%

% of portfolio

0.09%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$27.56 - $32.1 $1.83 Million - $2.13 Million	66,252 Added 140.71%	113,336 $3.19 Million
Q4 2024 Jan 15, 2025	SELL	$30.18 - $33.87 $485,173 - $544,494	-16,076 Reduced 25.45%	47,084 $1.45 Million
Q3 2024 Nov 04, 2024	BUY	$28.25 - $31.7 $171,844 - $192,831	6,083 Added 10.66%	63,160 $1.95 Million
Q2 2024 Aug 09, 2024	BUY	$27.81 - $30.13 $486,007 - $526,551	17,476 Added 44.13%	57,077 $1.64 Million
Q1 2024 Apr 15, 2024	BUY	$27.45 - $30.1 $59,841 - $65,618	2,180 Added 5.83%	39,601 $1.19 Million
Q4 2023 Feb 06, 2024	BUY	$23.61 - $29.53 $460,395 - $575,835	19,500 Added 108.81%	37,421 $1.09 Million
Q3 2023 Oct 12, 2023	SELL	$24.97 - $27.69 $893,601 - $990,942	-35,787 Reduced 66.63%	17,921 $454,000
Q2 2023 Jul 17, 2023	BUY	$23.17 - $25.7 $236,843 - $262,705	10,222 Added 23.51%	53,708 $1.38 Million
Q1 2023 May 04, 2023	BUY	$23.74 - $28.31 $1.03 Million - $1.23 Million	43,486 New	43,486 $1.08 Million

Others Institutions Holding DFSV

# of Institutions

437

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History