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 1,909,848 shares of DFIV stock, worth $71.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,909,848
Previous 2,052,787 6.96%
Holding current value
$71.4 Million
Previous $73.8 Million 1.42%
% of portfolio
0.16%
Previous 0.18%

Shares

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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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