Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,495,574 shares of DFAC stock, worth $157 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,495,574

Previous 4,644,645 3.21%

Holding current value

$157 Million

Previous $150 Million 2.95%

% of portfolio

0.35%

Previous 0.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$31.05 - $34.29 $4.63 Million - $5.11 Million	-149,071 Reduced 3.21%	4,495,574 $154 Million
Q2 2024 Jul 16, 2024	BUY	$30.09 - $32.37 $3.7 Million - $3.98 Million	122,941 Added 2.72%	4,644,645 $150 Million
Q1 2024 Apr 15, 2024	BUY	$28.62 - $31.95 $178,932 - $199,751	6,252 Added 0.14%	4,521,704 $144 Million
Q4 2023 Jan 30, 2024	BUY	$24.91 - $29.38 $159,772 - $188,443	6,414 Added 0.14%	4,515,452 $132 Million
Q3 2023 Nov 13, 2023	BUY	$26.05 - $28.22 $107 Million - $116 Million	4,110,847 Added 1032.38%	4,509,038 $118 Million
Q2 2023 Jul 21, 2023	BUY	$24.86 - $27.15 $7.99 Million - $8.72 Million	321,244 Added 417.49%	398,191 $10.8 Million
Q1 2023 Apr 25, 2023	SELL	$24.18 - $26.58 $51,987 - $57,146	-2,150 Reduced 2.72%	76,947 $1.96 Million
Q4 2022 Feb 01, 2023	BUY	$22.49 - $25.81 $324,395 - $372,283	14,424 Added 22.3%	79,097 $1.92 Million
Q3 2022 Oct 17, 2022	BUY	$22.24 - $26.54 $435,281 - $519,440	19,572 Added 43.4%	64,673 $1.48 Million
Q2 2022 Jul 18, 2022	BUY	$22.75 - $27.77 $152,857 - $186,586	6,719 Added 17.51%	45,101 $1.08 Million
Q2 2021 Aug 10, 2021	BUY	$25.92 - $26.98 $994,861 - $1.04 Million	38,382 New	38,382 $1.03 Million

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History