Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 100,221 shares of DFAR stock, worth $2.25 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100,221

Previous 86,194 16.27%

Holding current value

$2.25 Million

Previous $2.01 Million 18.8%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$22.35 - $24.52 $313,503 - $343,942	14,027 Added 16.27%	100,221 $2.38 Million
Q4 2024 Mar 17, 2025	SELL	$22.72 - $25.76 $1,204 - $1,365	-53 Reduced 0.06%	86,194 $2.01 Million
Q3 2024 Oct 23, 2024	BUY	$21.91 - $26.03 $367,934 - $437,121	16,793 Added 24.18%	86,247 $2.21 Million
Q2 2024 Jul 16, 2024	BUY	$20.41 - $22.23 $1.06 Million - $1.16 Million	52,027 Added 298.54%	69,454 $1.53 Million
Q1 2024 Apr 15, 2024	BUY	$21.28 - $22.96 $23,940 - $25,830	1,125 Added 6.9%	17,427 $389,000
Q4 2023 Jan 30, 2024	BUY	$18.45 - $23.08 $65,663 - $82,141	3,559 Added 27.93%	16,302 $370,000
Q3 2023 Nov 13, 2023	BUY	$19.26 - $22.35 $245,430 - $284,806	12,743 New	12,743 $248,000

Others Institutions Holding DFAR

# of Institutions

252

Shares Held

41.1M

Call Options Held

1.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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 Dimensional Transaction History