Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Small C Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 423,090 shares of DFAS stock, worth $27.9 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
423,090
Previous 417,653
1.3%
Holding current value
$27.9 Million
Previous $25.1 Million
9.36%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio