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 867,159 shares of DFAX stock, worth $22.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

867,159

Previous 818,707 5.92%

Holding current value

$22.9 Million

Previous $20.4 Million 5.92%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

575

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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 Transaction History