Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Small C Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 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 424,649 shares of DFAS stock, worth $25.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
424,649
Previous 423,090 0.37%
Holding current value
$25.3 Million
Previous $27.4 Million 0.71%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$63.58 - $71.15 $99,121 - $110,922
1,559 Added 0.37%
424,649 $27.6 Million
Q3 2024

Oct 23, 2024
BUY
$59.25 - $65.33 $322,142 - $355,199
5,437 Added 1.3%
423,090 $27.4 Million
Q2 2024

Jul 16, 2024
BUY
$57.42 - $62.37 $2.89 Million - $3.14 Million
50,384 Added 13.72%
417,653 $25.1 Million
Q1 2024

Apr 15, 2024
BUY
$56.66 - $62.34 $3.85 Million - $4.24 Million
68,036 Added 22.74%
367,269 $22.9 Million
Q4 2023

Jan 30, 2024
BUY
$48.83 - $60.51 $218,660 - $270,963
4,478 Added 1.52%
299,233 $17.8 Million
Q3 2023

Nov 13, 2023
BUY
$51.84 - $57.67 $13.8 Million - $15.4 Million
266,541 Added 944.71%
294,755 $15.5 Million
Q2 2023

Jul 21, 2023
BUY
$49.85 - $54.8 $963,201 - $1.06 Million
19,322 Added 217.3%
28,214 $1.55 Million
Q1 2023

Apr 25, 2023
BUY
$50.35 - $57.8 $131,514 - $150,973
2,612 Added 41.59%
8,892 $468,000
Q4 2022

Feb 01, 2023
BUY
$47.77 - $54.73 $86,559 - $99,170
1,812 Added 40.56%
6,280 $321,000
Q3 2022

Oct 17, 2022
BUY
$46.47 - $55.84 $207,627 - $249,493
4,468 New
4,468 $215,000

Others Institutions Holding DFAS

# of Institutions
782
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email