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 818,682 shares of DFAX stock, worth $20.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
818,682
Previous 820,010 0.16%
Holding current value
$20.7 Million
Previous $20.8 Million 6.08%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 23, 2024

SELL
$24.29 - $27.25 $32,257 - $36,188
-1,328 Reduced 0.16%
818,682 $22.1 Million
Q2 2024

Jul 16, 2024

BUY
$24.57 - $26.36 $10.4 Million - $11.2 Million
425,291 Added 107.75%
820,010 $20.8 Million
Q1 2024

Apr 15, 2024

SELL
$23.42 - $25.45 $251,366 - $273,154
-10,733 Reduced 2.65%
394,719 $10 Million
Q4 2023

Jan 30, 2024

SELL
$21.44 - $24.42 $1.66 Million - $1.89 Million
-77,371 Reduced 16.02%
405,452 $9.9 Million
Q3 2023

Nov 13, 2023

BUY
$22.41 - $24.35 $10.8 Million - $11.8 Million
482,823 New
482,823 $10.9 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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