Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 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 1,675,028 shares of DFAI stock, worth $51.7 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,675,028

Previous 1,512,501 10.75%

Holding current value

$51.7 Million

Previous $44.2 Million 10.74%

% of portfolio

0.1%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$29.0 - $31.6 $4.71 Million - $5.14 Million	162,527 Added 10.75%	1,675,028 $48.9 Million
Q4 2024 Jan 10, 2025	BUY	$29.0 - $31.6 $271,527 - $295,870	9,363 Added 0.62%	1,512,501 $44.2 Million
Q3 2024 Oct 23, 2024	SELL	$28.69 - $32.06 $1.59 Million - $1.77 Million	-55,275 Reduced 3.55%	1,503,138 $47.8 Million
Q2 2024 Jul 16, 2024	BUY	$28.93 - $30.91 $6.68 Million - $7.14 Million	230,874 Added 17.39%	1,558,413 $46.2 Million
Q1 2024 Apr 15, 2024	BUY	$27.74 - $30.27 $9.21 Million - $10 Million	331,953 Added 33.34%	1,327,539 $40.1 Million
Q4 2023 Jan 30, 2024	BUY	$24.88 - $28.69 $607,171 - $700,150	24,404 Added 2.51%	995,586 $28.5 Million
Q3 2023 Nov 13, 2023	BUY	$26.0 - $28.17 $20 Million - $21.6 Million	768,426 Added 378.99%	971,182 $25.4 Million
Q2 2023 Jul 21, 2023	BUY	$26.46 - $28.05 $2.83 Million - $3 Million	107,005 Added 111.75%	202,756 $5.54 Million
Q1 2023 Apr 25, 2023	BUY	$25.21 - $27.45 $219,301 - $238,787	8,699 Added 9.99%	95,751 $2.58 Million
Q4 2022 Feb 01, 2023	BUY	$21.47 - $25.85 $367,974 - $443,043	17,139 Added 24.51%	87,052 $2.18 Million
Q3 2022 Oct 17, 2022	BUY	$21.44 - $25.78 $1.26 Million - $1.51 Million	58,648 Added 520.62%	69,913 $1.53 Million
Q2 2022 Jul 18, 2022	BUY	$23.87 - $28.49 $268,895 - $320,939	11,265 New	11,265 $271,000

Others Institutions Holding DFAI

# of Institutions

614

Shares Held

231M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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