Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 104,522 shares of DFIC stock, worth $2.88 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
104,522
Previous 120,916
13.56%
Holding current value
$2.88 Million
Previous $3.13 Million
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$811 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$755 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio