Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,513,314 shares of DFAC stock, worth $167 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,513,314
Previous 4,557,403
0.97%
Holding current value
$167 Million
Previous $150 Million
7.59%
% of portfolio
0.29%
Previous 0.31%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio