Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History

Wealthcare Advisory Partners LLC

  • $4.19 Billion
  • Q2 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 9,626 shares of DFIS stock, worth $291,956. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,626
Previous 29,097 66.92%
Holding current value
$291,956
Previous $761,000 62.29%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$23.2 - $29.84 $451,727 - $581,014
-19,471 Reduced 66.92%
9,626 $287,000
Q1 2025

Apr 14, 2025
BUY
$23.92 - $26.89 $486,819 - $547,265
20,352 Added 232.73%
29,097 $761,000
Q4 2024

Jan 15, 2025
SELL
$24.25 - $26.7 $5,820 - $6,408
-240 Reduced 2.67%
8,745 $214,000
Q3 2024

Nov 04, 2024
BUY
$24.06 - $26.97 $216,179 - $242,325
8,985 New
8,985 $241,000

Others Institutions Holding DFIS

# of Institutions
260
Shares Held
86.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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