Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 120,916 shares of DFIC stock, worth $3.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

120,916

Previous 169,442 28.64%

Holding current value

$3.39 Million

Previous $4.38 Million 28.65%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$25.61 - $28.0 $1.24 Million - $1.36 Million	-48,526 Reduced 28.64%	120,916 $3.13 Million
Q3 2024 Oct 23, 2024	BUY	$25.36 - $28.37 $284,437 - $318,197	11,216 Added 7.09%	169,442 $4.77 Million
Q2 2024 Jul 16, 2024	BUY	$25.73 - $27.44 $80,277 - $85,612	3,120 Added 2.01%	158,226 $4.16 Million
Q1 2024 Apr 15, 2024	SELL	$24.62 - $26.83 $21,444 - $23,368	-871 Reduced 0.56%	155,106 $4.15 Million
Q4 2023 Jan 30, 2024	BUY	$22.18 - $25.58 $1.5 Million - $1.73 Million	67,637 Added 76.56%	155,977 $3.98 Million
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $2.05 Million - $2.22 Million	88,340 New	88,340 $2.06 Million

Others Institutions Holding DFIC

# of Institutions

442

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History