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

Wealth Enhancement Advisory Services, LLC

  • $46.2 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 468,153 shares of DISV stock, worth $12.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
468,153
Previous 468,153 -0.0%
Holding current value
$12.8 Million
Previous $13.6 Million 8.57%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$26.06 - $29.18 $4.82 Million - $5.39 Million
-184,864 Reduced 28.31%
468,153 $13.6 Million
Q2 2024

Jul 16, 2024
BUY
$26.23 - $28.56 $113,313 - $123,379
4,320 Added 0.67%
653,017 $17.6 Million
Q1 2024

Apr 15, 2024
BUY
$24.73 - $27.24 $823,360 - $906,928
33,294 Added 5.41%
648,697 $17.6 Million
Q4 2023

Jan 30, 2024
BUY
$22.43 - $25.87 $351,769 - $405,719
15,683 Added 2.62%
615,403 $15.9 Million
Q3 2023

Nov 13, 2023
BUY
$23.27 - $25.13 $14 Million - $15.1 Million
599,720 New
599,720 $14.3 Million

Others Institutions Holding DISV

# of Institutions
281
Shares Held
62.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email