Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 407,632 shares of DFAS stock, worth $26.9 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
407,632
Previous 389,417
4.68%
Holding current value
$26.9 Million
Previous $23.3 Million
11.62%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
826Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio