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

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 199,544 shares of DFSD stock, worth $9.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
199,544
Previous 187,693 6.31%
Holding current value
$9.62 Million
Previous $9.04 Million 6.35%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$48.17 - $48.5 $570,862 - $574,773
11,851 Added 6.31%
199,544 $9.62 Million
Q3 2025

Oct 29, 2025
BUY
$47.86 - $48.43 $669,274 - $677,245
13,984 Added 8.05%
187,693 $9.04 Million
Q2 2025

Jul 10, 2025
BUY
$47.09 - $48.01 $329,630 - $336,070
7,000 Added 4.2%
173,709 $8.34 Million
Q1 2025

Apr 16, 2025
BUY
$46.74 - $47.55 $7,899 - $8,035
169 Added 0.1%
166,709 $7.92 Million
Q4 2024

Mar 17, 2025
BUY
$46.75 - $47.8 $311,168 - $318,156
6,656 Added 4.16%
166,540 $7.81 Million
Q4 2024

Jan 10, 2025
SELL
$46.75 - $47.8 $4,301 - $4,397
-92 Reduced 0.06%
159,884 $7.5 Million
Q3 2024

Oct 23, 2024
SELL
$47.0 - $47.84 $367,446 - $374,013
-7,818 Reduced 4.66%
159,976 $7.64 Million
Q2 2024

Jul 16, 2024
BUY
$46.64 - $47.15 $3.36 Million - $3.39 Million
71,940 Added 75.05%
167,794 $7.89 Million
Q1 2024

Apr 15, 2024
BUY
$46.78 - $47.19 $555,839 - $560,711
11,882 Added 14.15%
95,854 $4.51 Million
Q4 2023

Jan 30, 2024
BUY
$46.16 - $47.09 $17,402 - $17,752
377 Added 0.45%
83,972 $3.95 Million
Q3 2023

Nov 13, 2023
BUY
$46.24 - $46.65 $3.87 Million - $3.9 Million
83,595 New
83,595 $3.88 Million

Others Institutions Holding DFSD

# of Institutions
391
Shares Held
85.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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