Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 838,073 shares of DFAU stock, worth $33.1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
838,073
Previous 1,371,424
38.89%
Holding current value
$33.1 Million
Previous $50.1 Million
37.3%
% of portfolio
0.08%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio