Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,711,164 shares of DFAI stock, worth $59.4 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,711,164
Previous 1,563,655
9.43%
Holding current value
$59.4 Million
Previous $48.8 Million
21.14%
% of portfolio
0.11%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding DFAI
# of Institutions
649Shares Held
236MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$651 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$258 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$243 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$231 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$198 Million18.44% of portfolio