Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,634,374 shares of DFUS stock, worth $98.3 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,634,374

Previous 1,637,529 0.19%

Holding current value

$98.3 Million

Previous $104 Million 0.19%

% of portfolio

0.21%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$61.52 - $66.5 $194,095 - $209,807	-3,155 Reduced 0.19%	1,634,374 $104 Million
Q4 2024 Jan 10, 2025	SELL	$61.52 - $66.5 $61 - $66	-1 Reduced -0.0%	1,637,529 $104 Million
Q3 2024 Oct 23, 2024	BUY	$56.04 - $62.2 $60,803 - $67,487	1,085 Added 0.07%	1,637,530 $102 Million
Q2 2024 Jul 16, 2024	BUY	$53.83 - $59.14 $11.2 Million - $12.3 Million	207,165 Added 14.49%	1,636,445 $96.3 Million
Q1 2024 Apr 15, 2024	SELL	$50.79 - $56.98 $999,293 - $1.12 Million	-19,675 Reduced 1.36%	1,429,280 $81.4 Million
Q4 2023 Jan 30, 2024	SELL	$44.51 - $52.0 $311,926 - $364,416	-7,008 Reduced 0.48%	1,448,955 $75.1 Million
Q3 2023 Nov 13, 2023	BUY	$46.29 - $49.87 $66.4 Million - $71.6 Million	1,435,323 Added 6954.08%	1,455,963 $67.8 Million
Q2 2023 Jul 21, 2023	SELL	$43.77 - $48.16 $1.15 Million - $1.27 Million	-26,386 Reduced 56.11%	20,640 $994,000
Q1 2023 Apr 25, 2023	BUY	$41.24 - $45.43 $673,160 - $741,553	16,323 Added 53.16%	47,026 $2.09 Million
Q4 2022 Feb 01, 2023	BUY	$38.86 - $44.32 $329,455 - $375,744	8,478 Added 38.15%	30,703 $1.28 Million
Q3 2022 Oct 17, 2022	BUY	$38.82 - $46.57 $430,009 - $515,855	11,077 Added 99.36%	22,225 $878,000
Q2 2022 Jul 18, 2022	BUY	$39.62 - $49.51 $226,507 - $283,048	5,717 Added 105.27%	11,148 $468,000
Q1 2022 Apr 18, 2022	BUY	$45.16 - $52.01 $541 - $624	12 Added 0.22%	5,431 $269,000
Q4 2021 Feb 08, 2022	BUY	$47.05 - $51.98 $254,963 - $281,679	5,419 New	5,419 $264,000

Others Institutions Holding DFUS

# of Institutions

734

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History