Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,503,138 shares of DFAI stock, worth $45.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,503,138
Previous 1,558,413 3.55%
Holding current value
$45.5 Million
Previous $46.2 Million 3.31%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
Shares Held
164M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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