A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 24,721 shares of DFUV stock, worth $963,624. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,721
Previous 17,172 43.96%
Holding current value
$963,624
Previous $639,000 58.22%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$36.22 - $40.9 $273,424 - $308,754
7,549 Added 43.96%
24,721 $1.01 Million
Q4 2023

Feb 06, 2024

BUY
$31.85 - $37.39 $828 - $972
26 Added 0.15%
17,172 $639,000
Q3 2023

Oct 12, 2023

SELL
$33.83 - $36.19 $3,619 - $3,872
-107 Reduced 0.62%
17,146 $583,000
Q2 2023

Jul 17, 2023

SELL
$32.32 - $34.5 $7,562 - $8,073
-234 Reduced 1.34%
17,253 $595,000
Q1 2023

May 04, 2023

BUY
$31.9 - $35.83 $43,160 - $48,477
1,353 Added 8.39%
17,487 $585,000
Q4 2022

Feb 13, 2023

SELL
$33.0 - $35.36 $13,893 - $14,886
-421 Reduced 2.54%
16,134 $540,000
Q3 2022

Nov 14, 2022

SELL
$30.15 - $34.78 $98,892 - $114,078
-3,280 Reduced 16.54%
16,555 $490,000
Q2 2022

Aug 15, 2022

BUY
$30.92 - $35.31 $613,298 - $700,373
19,835 New
19,835 $627,000

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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.