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 1,637,530 shares of DFUS stock, worth $107 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,637,530
Previous 1,636,445 0.07%
Holding current value
$107 Million
Previous $96.3 Million 5.76%
% of portfolio
0.23%
Previous 0.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.