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 $28.4 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
424,649
Previous 423,090
0.37%
Holding current value
$28.4 Million
Previous $27.4 Million
0.71%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
700Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$749 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$467 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$445 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio