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 $54.3 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
$54.3 Million
Previous $44.2 Million
10.74%
% of portfolio
0.1%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$194 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio