Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 860,439 shares of DFAU stock, worth $35.8 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
860,439
Previous 838,073 2.67%
Holding current value
$35.8 Million
Previous $31.4 Million 8.69%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$35.8 - $39.69 $800,702 - $887,706
22,366 Added 2.67%
860,439 $34.2 Million
Q2 2024

Jul 16, 2024
SELL
$34.53 - $37.67 $18.4 Million - $20.1 Million
-533,351 Reduced 38.89%
838,073 $31.4 Million
Q1 2024

Apr 15, 2024
BUY
$32.59 - $36.54 $1.27 Million - $1.42 Million
38,871 Added 2.92%
1,371,424 $50.1 Million
Q4 2023

Jan 30, 2024
BUY
$28.58 - $33.37 $810,928 - $946,840
28,374 Added 2.18%
1,332,553 $44.3 Million
Q3 2023

Nov 13, 2023
BUY
$29.79 - $32.13 $34.8 Million - $37.6 Million
1,168,887 Added 863.97%
1,304,179 $39.1 Million
Q2 2023

Jul 21, 2023
SELL
$28.25 - $30.99 $6,412 - $7,034
-227 Reduced 0.17%
135,292 $4.19 Million
Q1 2023

Apr 25, 2023
SELL
$26.87 - $29.65 $832 - $919
-31 Reduced 0.02%
135,519 $3.9 Million
Q4 2022

Feb 01, 2023
BUY
$25.24 - $28.83 $38,743 - $44,254
1,535 Added 1.15%
135,550 $3.66 Million
Q3 2022

Oct 17, 2022
BUY
$25.15 - $30.14 $3.37 Million - $4.04 Million
134,015 New
134,015 $3.44 Million

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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