Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,909,848 shares of DFIV stock, worth $67.5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,909,848

Previous 2,052,787 6.96%

Holding current value

$67.5 Million

Previous $73.8 Million 1.42%

% of portfolio

0.16%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$34.66 - $38.38 $4.95 Million - $5.49 Million	-142,939 Reduced 6.96%	1,909,848 $72.7 Million
Q2 2024 Jul 16, 2024	BUY	$35.5 - $38.02 $383,080 - $410,273	10,791 Added 0.53%	2,052,787 $73.8 Million
Q1 2024 Apr 15, 2024	SELL	$33.15 - $36.75 $1.15 Million - $1.28 Million	-34,722 Reduced 1.67%	2,041,996 $75 Million
Q4 2023 Jan 30, 2024	SELL	$30.86 - $34.46 $1.62 Million - $1.81 Million	-52,581 Reduced 2.47%	2,076,718 $71.4 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $68.4 Million - $73.3 Million	2,129,299 New	2,129,299 $69.5 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Transaction History