Wealth Enhancement Advisory Services, LLC DIMENSIONAL ETF TRUST Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Number of Shares
1,204,193
Previous 1,091,263 10.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
112,930 Added 10.35%
1,204,193 $0
Q2 2025

Jul 10, 2025
BUY
N/A
122,156 Added 12.61%
1,091,263 $0
Q1 2025

Apr 16, 2025
BUY
N/A
127,678 Added 15.17%
969,107 $0
Q4 2024

Mar 17, 2025
BUY
N/A
113,416 Added 15.58%
841,429 $0
Q4 2024

Jan 10, 2025
SELL
N/A
-1 Reduced -0.0%
728,013 $0
Q3 2024

Oct 23, 2024
BUY
N/A
89,698 Added 14.05%
728,014 $0
Q2 2024

Jul 16, 2024
SELL
N/A
-23,670 Reduced 3.58%
638,316 $0
Q1 2024

Apr 15, 2024
BUY
N/A
38,515 Added 6.18%
661,986 $0
Q4 2023

Jan 30, 2024
BUY
N/A
59,613 Added 10.57%
623,471 $0
Q3 2023

Nov 13, 2023
BUY
N/A
563,858 New
563,858 $0
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email