Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 895,938 shares of DFSV stock, worth $28.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
895,938
Previous 784,338 14.23%
Holding current value
$28.4 Million
Previous $22.1 Million 19.42%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 10, 2025
BUY
$24.21 - $29.47 $2.7 Million - $3.29 Million
111,600 Added 14.23%
895,938 $26.4 Million
Q1 2025

Apr 16, 2025
BUY
$27.56 - $32.1 $1.55 Million - $1.81 Million
56,377 Added 7.74%
784,338 $22.1 Million
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
482
Shares Held
131M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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