Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Small C Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
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 424,649 shares of DFAS stock, worth $27.3 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
424,649
Previous 423,090
0.37%
Holding current value
$27.3 Million
Previous $27.4 Million
0.71%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio