Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,517,517 shares of DFAC stock, worth $162 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,517,517
Previous 4,495,574
0.49%
Holding current value
$162 Million
Previous $154 Million
1.4%
% of portfolio
0.34%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
984Shares Held
761MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio