Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

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 770,365 shares of DFAX stock, worth $24.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
770,365
Previous 803,499 4.12%
Holding current value
$24.7 Million
Previous $23.6 Million 2.44%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$29.25 - $31.56 $969,169 - $1.05 Million
-33,134 Reduced 4.12%
770,365 $24.2 Million
Q2 2025

Jul 10, 2025
SELL
$23.37 - $29.39 $382,403 - $480,908
-16,363 Reduced 2.0%
803,499 $23.6 Million
Q1 2025

Apr 16, 2025
SELL
$24.45 - $27.2 $1.16 Million - $1.29 Million
-47,297 Reduced 5.45%
819,862 $21.5 Million
Q4 2024

Mar 17, 2025
BUY
$24.76 - $27.04 $1.2 Million - $1.31 Million
48,452 Added 5.92%
867,159 $21.6 Million
Q4 2024

Jan 10, 2025
BUY
$24.76 - $27.04 $619 - $676
25 Added 0.0%
818,707 $20.4 Million
Q3 2024

Oct 23, 2024
SELL
$24.29 - $27.25 $32,257 - $36,188
-1,328 Reduced 0.16%
818,682 $22.1 Million
Q2 2024

Jul 16, 2024
BUY
$24.57 - $26.36 $10.4 Million - $11.2 Million
425,291 Added 107.75%
820,010 $20.8 Million
Q1 2024

Apr 15, 2024
SELL
$23.42 - $25.45 $251,366 - $273,154
-10,733 Reduced 2.65%
394,719 $10 Million
Q4 2023

Jan 30, 2024
SELL
$21.44 - $24.42 $1.66 Million - $1.89 Million
-77,371 Reduced 16.02%
405,452 $9.9 Million
Q3 2023

Nov 13, 2023
BUY
$22.41 - $24.35 $10.8 Million - $11.8 Million
482,823 New
482,823 $10.9 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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