Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 546,307 shares of DISV stock, worth $16.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

546,307

Previous 468,153 16.69%

Holding current value

$16.3 Million

Previous $12.4 Million 16.7%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$26.18 - $28.77 $2.05 Million - $2.25 Million	78,154 Added 16.69%	546,307 $14.5 Million
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

324

Shares Held

66.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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