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 2,065,036 shares of DFIV stock, worth $94.7 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,065,036
Previous 1,995,650 3.48%
Holding current value
$94.7 Million
Previous $78.5 Million 12.6%
% of portfolio
0.16%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$34.67 - $43.21 $2.41 Million - $3 Million
69,386 Added 3.48%
2,065,036 $88.4 Million
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
756
Shares Held
266M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email