Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 159,976 shares of DFSD stock, worth $7.54 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

159,976

Previous 167,794 4.66%

Holding current value

$7.54 Million

Previous $7.89 Million 3.16%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$47.0 - $47.84 $367,446 - $374,013	-7,818 Reduced 4.66%	159,976 $7.64 Million
Q2 2024 Jul 16, 2024	BUY	$46.64 - $47.15 $3.36 Million - $3.39 Million	71,940 Added 75.05%	167,794 $7.89 Million
Q1 2024 Apr 15, 2024	BUY	$46.78 - $47.19 $555,839 - $560,711	11,882 Added 14.15%	95,854 $4.51 Million
Q4 2023 Jan 30, 2024	BUY	$46.16 - $47.09 $17,402 - $17,752	377 Added 0.45%	83,972 $3.95 Million
Q3 2023 Nov 13, 2023	BUY	$46.24 - $46.65 $3.87 Million - $3.9 Million	83,595 New	83,595 $3.88 Million

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History