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

Wealth Enhancement Advisory Services, LLC

  • $40.3 Billion
  • Q2 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 653,017 shares of DISV stock, worth $18.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
653,017
Previous 648,697 0.67%
Holding current value
$18.5 Million
Previous $17.6 Million 0.37%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$26.23 - $28.56 $113,313 - $123,379
4,320 Added 0.67%
653,017 $17.6 Million
Q1 2024

Apr 15, 2024
BUY
$24.73 - $27.24 $823,360 - $906,928
33,294 Added 5.41%
648,697 $17.6 Million
Q4 2023

Jan 30, 2024
BUY
$22.43 - $25.87 $351,769 - $405,719
15,683 Added 2.62%
615,403 $15.9 Million
Q3 2023

Nov 13, 2023
BUY
$23.27 - $25.13 $14 Million - $15.1 Million
599,720 New
599,720 $14.3 Million

Others Institutions Holding DISV

# of Institutions
264
Shares Held
56.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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