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

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,910,296 shares of DFUV stock, worth $120 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,910,296

Previous 3,287,955 11.49%

Holding current value

$120 Million

Previous $129 Million 6.03%

% of portfolio

0.27%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$38.51 - $41.69 $14.5 Million - $15.7 Million	-377,659 Reduced 11.49%	2,910,296 $121 Million
Q2 2024 Jul 16, 2024	SELL	$38.53 - $40.76 $701,130 - $741,709	-18,197 Reduced 0.55%	3,287,955 $129 Million
Q1 2024 Apr 15, 2024	SELL	$36.22 - $40.9 $6.76 Million - $7.63 Million	-186,520 Reduced 5.34%	3,306,152 $135 Million
Q4 2023 Jan 30, 2024	SELL	$31.85 - $37.39 $3.21 Million - $3.77 Million	-100,759 Reduced 2.8%	3,492,672 $130 Million
Q3 2023 Nov 13, 2023	BUY	$33.83 - $36.19 $121 Million - $129 Million	3,572,568 Added 17123.94%	3,593,431 $122 Million
Q2 2023 Jul 21, 2023	SELL	$32.32 - $34.5 $169,550 - $180,987	-5,246 Reduced 20.09%	20,863 $719,000
Q1 2023 Apr 25, 2023	BUY	$31.9 - $35.83 $832,877 - $935,485	26,109 New	26,109 $874,000
Q2 2022 Jul 18, 2022	BUY	$30.92 - $35.31 $252,709 - $288,588	8,173 New	8,173 $259,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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