Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 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 860,438 shares of DFAU stock, worth $35.3 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
860,438
Previous 860,439
-0.0%
Holding current value
$35.3 Million
Previous $34.2 Million
2.02%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$118 Million0.71% of portfolio