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 $125 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

$125 Million

Previous $111 Million 5.07%

% of portfolio

0.21%

Previous 0.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$44.8 - $53.97 $257,107 - $309,733	5,739 Added 0.27%	2,171,151 $117 Million
Q1 2025 Apr 16, 2025	SELL	$50.44 - $58.1 $5.37 Million - $6.18 Million	-106,430 Reduced 4.68%	2,165,412 $111 Million
Q4 2024 Mar 17, 2025	SELL	$54.54 - $61.04 $4.21 Million - $4.71 Million	-77,117 Reduced 3.28%	2,271,842 $126 Million
Q4 2024 Jan 10, 2025	BUY	$54.54 - $61.04 $436 - $488	8 Added 0.0%	2,348,959 $131 Million
Q3 2024 Oct 23, 2024	SELL	$51.0 - $57.07 $220,626 - $246,884	-4,326 Reduced 0.18%	2,348,951 $131 Million
Q2 2024 Jul 16, 2024	BUY	$50.18 - $54.47 $2.88 Million - $3.13 Million	57,397 Added 2.5%	2,353,277 $122 Million
Q1 2024 Apr 15, 2024	BUY	$49.45 - $54.43 $3.27 Million - $3.6 Million	66,111 Added 2.96%	2,295,880 $125 Million
Q4 2023 Jan 30, 2024	SELL	$42.71 - $53.09 $3.6 Million - $4.47 Million	-84,202 Reduced 3.64%	2,229,769 $117 Million
Q3 2023 Nov 13, 2023	BUY	$45.07 - $49.71 $104 Million - $115 Million	2,303,657 Added 22335.24%	2,313,971 $106 Million
Q2 2023 Jul 21, 2023	SELL	$41.44 - $46.39 $90,132 - $100,898	-2,175 Reduced 17.42%	10,314 $478,000
Q1 2023 Apr 25, 2023	BUY	$42.38 - $49.75 $529,283 - $621,327	12,489 New	12,489 $555,000

Others Institutions Holding DFAT

# of Institutions

797

Shares Held

172M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History