Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,935,348 shares of DFAU stock, worth $88.4 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,935,348
Previous 1,224,621
58.04%
Holding current value
$88.4 Million
Previous $47.1 Million
74.15%
% of portfolio
0.15%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
537Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio