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

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 727,961 shares of DFSV stock, worth $20.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

727,961

Previous 564,427 28.97%

Holding current value

$20.5 Million

Previous $17.4 Million 28.97%

% of portfolio

0.05%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$30.18 - $33.87 $4.94 Million - $5.54 Million	163,534 Added 28.97%	727,961 $22.4 Million
Q3 2024 Oct 23, 2024	BUY	$28.25 - $31.7 $3.83 Million - $4.3 Million	135,724 Added 31.66%	564,427 $17.4 Million
Q2 2024 Jul 16, 2024	BUY	$27.81 - $30.13 $866,615 - $938,911	31,162 Added 7.84%	428,703 $12.3 Million
Q1 2024 Apr 15, 2024	BUY	$27.45 - $30.1 $967,118 - $1.06 Million	35,232 Added 9.72%	397,541 $12 Million
Q4 2023 Jan 30, 2024	BUY	$23.61 - $29.53 $621,840 - $777,761	26,338 Added 7.84%	362,309 $10.6 Million
Q3 2023 Nov 13, 2023	BUY	$24.97 - $27.69 $8.39 Million - $9.3 Million	335,971 New	335,971 $8.51 Million

Others Institutions Holding DFSV

# of Institutions

417

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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