Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 32,167 shares of DFIP stock, worth $1.32 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,167
Previous 32,167
-0.0%
Holding current value
$1.32 Million
Previous $1.36 Million
4.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
13.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$144 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$30.9 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio