Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,241,762 shares of DFAE stock, worth $37 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,241,762

Previous 1,212,516 2.41%

Holding current value

$37 Million

Previous $31.4 Million 14.52%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$22.87 - $28.95 $668,856 - $846,671	29,246 Added 2.41%	1,241,762 $35.9 Million
Q1 2025 Apr 16, 2025	SELL	$24.64 - $26.86 $1.74 Million - $1.9 Million	-70,681 Reduced 5.51%	1,212,516 $31.4 Million
Q4 2024 Mar 17, 2025	BUY	$25.36 - $28.15 $4.4 Million - $4.88 Million	173,431 Added 15.63%	1,283,197 $32.5 Million
Q4 2024 Jan 10, 2025	BUY	$25.36 - $28.15 $248,147 - $275,447	9,785 Added 0.89%	1,109,766 $28.1 Million
Q3 2024 Oct 23, 2024	BUY	$24.46 - $27.82 $12,034 - $13,687	492 Added 0.04%	1,099,981 $30.2 Million
Q2 2024 Jul 16, 2024	BUY	$24.03 - $26.3 $1.1 Million - $1.2 Million	45,710 Added 4.34%	1,099,489 $28.4 Million
Q1 2024 Apr 15, 2024	BUY	$22.74 - $24.88 $8.66 Million - $9.48 Million	380,912 Added 56.61%	1,053,779 $26 Million
Q4 2023 Jan 30, 2024	BUY	$21.63 - $24.11 $555,025 - $618,662	25,660 Added 3.96%	672,867 $16.2 Million
Q3 2023 Nov 13, 2023	BUY	$22.43 - $24.83 $10.3 Million - $11.5 Million	461,284 Added 248.1%	647,207 $14.6 Million
Q2 2023 Jul 21, 2023	BUY	$22.38 - $24.3 $3.06 Million - $3.32 Million	136,724 Added 277.9%	185,923 $4.36 Million
Q1 2023 Apr 25, 2023	BUY	$21.78 - $24.36 $155,378 - $173,784	7,134 Added 16.96%	49,199 $1.13 Million
Q4 2022 Feb 01, 2023	BUY	$19.67 - $22.73 $202,010 - $233,437	10,270 Added 32.3%	42,065 $923,000
Q3 2022 Oct 17, 2022	BUY	$20.09 - $23.68 $638,761 - $752,905	31,795 New	31,795 $653,000

Others Institutions Holding DFAE

# of Institutions

580

Shares Held

166M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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