Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,995,650 shares of DFIV stock, worth $84.8 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,995,650

Previous 1,984,964 0.54%

Holding current value

$84.8 Million

Previous $70.4 Million 11.56%

% of portfolio

0.16%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$35.33 - $40.77 $377,536 - $435,668	10,686 Added 0.54%	1,995,650 $78.5 Million
Q4 2024 Mar 17, 2025	BUY	$34.86 - $37.97 $2.62 Million - $2.86 Million	75,226 Added 3.94%	1,984,964 $70.4 Million
Q4 2024 Jan 10, 2025	SELL	$34.86 - $37.97 $3,834 - $4,176	-110 Reduced 0.01%	1,909,738 $67.7 Million
Q3 2024 Oct 23, 2024	SELL	$34.66 - $38.38 $4.95 Million - $5.49 Million	-142,939 Reduced 6.96%	1,909,848 $72.7 Million
Q2 2024 Jul 16, 2024	BUY	$35.5 - $38.02 $383,080 - $410,273	10,791 Added 0.53%	2,052,787 $73.8 Million
Q1 2024 Apr 15, 2024	SELL	$33.15 - $36.75 $1.15 Million - $1.28 Million	-34,722 Reduced 1.67%	2,041,996 $75 Million
Q4 2023 Jan 30, 2024	SELL	$30.86 - $34.46 $1.62 Million - $1.81 Million	-52,581 Reduced 2.47%	2,076,718 $71.4 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $68.4 Million - $73.3 Million	2,129,299 New	2,129,299 $69.5 Million

Others Institutions Holding DFIV

# of Institutions

689

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Transaction History