Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,171,151 shares of DFAT stock, worth $122 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,171,151
Previous 2,165,412
0.27%
Holding current value
$122 Million
Previous $111 Million
5.07%
% of portfolio
0.21%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
778Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio