Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

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 119,709 shares of DFIC stock, worth $3.11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

119,709

Previous 128,476 6.82%

Holding current value

$3.11 Million

Previous $3.62 Million 14.41%

% of portfolio

0.09%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$25.61 - $28.0 $224,522 - $245,476	-8,767 Reduced 6.82%	119,709 $3.09 Million
Q3 2024 Nov 04, 2024	BUY	$25.36 - $28.37 $296,686 - $331,900	11,699 Added 10.02%	128,476 $3.62 Million
Q2 2024 Aug 09, 2024	BUY	$25.73 - $27.44 $776,042 - $827,617	30,161 Added 34.82%	116,777 $3.07 Million
Q1 2024 Apr 15, 2024	BUY	$24.62 - $26.83 $203,952 - $222,259	8,284 Added 10.58%	86,616 $2.32 Million
Q4 2023 Feb 06, 2024	BUY	$22.18 - $25.58 $774,082 - $892,741	34,900 Added 80.36%	78,332 $2 Million
Q3 2023 Oct 12, 2023	BUY	$23.25 - $25.17 $337,125 - $364,965	14,500 Added 50.12%	43,432 $1.01 Million
Q2 2023 Jul 17, 2023	BUY	$23.45 - $24.88 $678,455 - $719,828	28,932 New	28,932 $702,000

Others Institutions Holding DFIC

# of Institutions

368

Shares Held

235M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History