Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,013,247 shares of DFAU stock, worth $38.7 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,013,247
Previous 860,438 17.76%
Holding current value
$38.7 Million
Previous $34.8 Million 17.76%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Mar 17, 2025
BUY
$39.27 - $42.38 $6 Million - $6.48 Million
152,809 Added 17.76%
1,013,247 $41 Million
Q4 2024

Jan 10, 2025
SELL
$39.27 - $42.38 $39 - $42
-1 Reduced -0.0%
860,438 $34.8 Million
Q3 2024

Oct 23, 2024
BUY
$35.8 - $39.69 $800,702 - $887,706
22,366 Added 2.67%
860,439 $34.2 Million
Q2 2024

Jul 16, 2024
SELL
$34.53 - $37.67 $18.4 Million - $20.1 Million
-533,351 Reduced 38.89%
838,073 $31.4 Million
Q1 2024

Apr 15, 2024
BUY
$32.59 - $36.54 $1.27 Million - $1.42 Million
38,871 Added 2.92%
1,371,424 $50.1 Million
Q4 2023

Jan 30, 2024
BUY
$28.58 - $33.37 $810,928 - $946,840
28,374 Added 2.18%
1,332,553 $44.3 Million
Q3 2023

Nov 13, 2023
BUY
$29.79 - $32.13 $34.8 Million - $37.6 Million
1,168,887 Added 863.97%
1,304,179 $39.1 Million
Q2 2023

Jul 21, 2023
SELL
$28.25 - $30.99 $6,412 - $7,034
-227 Reduced 0.17%
135,292 $4.19 Million
Q1 2023

Apr 25, 2023
SELL
$26.87 - $29.65 $832 - $919
-31 Reduced 0.02%
135,519 $3.9 Million
Q4 2022

Feb 01, 2023
BUY
$25.24 - $28.83 $38,743 - $44,254
1,535 Added 1.15%
135,550 $3.66 Million
Q3 2022

Oct 17, 2022
BUY
$25.15 - $30.14 $3.37 Million - $4.04 Million
134,015 New
134,015 $3.44 Million

Others Institutions Holding DFAU

# of Institutions
483
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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