Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Wealth Enhancement Advisory Services, LLC
- $61.1 Billion
- Q3 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 2,113,784 shares of DFAT stock, worth $120 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,113,784
Previous 2,171,151
2.64%
Holding current value
$120 Million
Previous $117 Million
5.03%
% of portfolio
0.2%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio