Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
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 2,348,951 shares of DFAT stock, worth $135 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,348,951
Previous 2,353,277
0.18%
Holding current value
$135 Million
Previous $122 Million
7.05%
% of portfolio
0.29%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio