Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,827,737 shares of DFAC stock, worth $158 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

4,827,737

Previous 4,517,517 6.87%

Holding current value

$158 Million

Previous $156 Million 6.87%

% of portfolio

0.34%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$33.92 - $36.6 $10.5 Million - $11.4 Million	310,220 Added 6.87%	4,827,737 $167 Million
Q4 2024 Jan 10, 2025	BUY	$33.92 - $36.6 $744,306 - $803,113	21,943 Added 0.49%	4,517,517 $156 Million
Q3 2024 Oct 23, 2024	SELL	$31.05 - $34.29 $4.63 Million - $5.11 Million	-149,071 Reduced 3.21%	4,495,574 $154 Million
Q2 2024 Jul 16, 2024	BUY	$30.09 - $32.37 $3.7 Million - $3.98 Million	122,941 Added 2.72%	4,644,645 $150 Million
Q1 2024 Apr 15, 2024	BUY	$28.62 - $31.95 $178,932 - $199,751	6,252 Added 0.14%	4,521,704 $144 Million
Q4 2023 Jan 30, 2024	BUY	$24.91 - $29.38 $159,772 - $188,443	6,414 Added 0.14%	4,515,452 $132 Million
Q3 2023 Nov 13, 2023	BUY	$26.05 - $28.22 $107 Million - $116 Million	4,110,847 Added 1032.38%	4,509,038 $118 Million
Q2 2023 Jul 21, 2023	BUY	$24.86 - $27.15 $7.99 Million - $8.72 Million	321,244 Added 417.49%	398,191 $10.8 Million
Q1 2023 Apr 25, 2023	SELL	$24.18 - $26.58 $51,987 - $57,146	-2,150 Reduced 2.72%	76,947 $1.96 Million
Q4 2022 Feb 01, 2023	BUY	$22.49 - $25.81 $324,395 - $372,283	14,424 Added 22.3%	79,097 $1.92 Million
Q3 2022 Oct 17, 2022	BUY	$22.24 - $26.54 $435,281 - $519,440	19,572 Added 43.4%	64,673 $1.48 Million
Q2 2022 Jul 18, 2022	BUY	$22.75 - $27.77 $152,857 - $186,586	6,719 Added 17.51%	45,101 $1.08 Million
Q2 2021 Aug 10, 2021	BUY	$25.92 - $26.98 $994,861 - $1.04 Million	38,382 New	38,382 $1.03 Million

Others Institutions Holding DFAC

# of Institutions

1,066

Shares Held

799M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History