Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Small C Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 389,417 shares of DFAS stock, worth $22 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

389,417

Previous 465,151 16.28%

Holding current value

$22 Million

Previous $30.3 Million 23.14%

% of portfolio

0.05%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$58.81 - $68.2 $4.45 Million - $5.17 Million	-75,734 Reduced 16.28%	389,417 $23.3 Million
Q4 2024 Mar 17, 2025	BUY	$63.58 - $71.15 $2.58 Million - $2.88 Million	40,502 Added 9.54%	465,151 $30.3 Million
Q4 2024 Jan 10, 2025	BUY	$63.58 - $71.15 $99,121 - $110,922	1,559 Added 0.37%	424,649 $27.6 Million
Q3 2024 Oct 23, 2024	BUY	$59.25 - $65.33 $322,142 - $355,199	5,437 Added 1.3%	423,090 $27.4 Million
Q2 2024 Jul 16, 2024	BUY	$57.42 - $62.37 $2.89 Million - $3.14 Million	50,384 Added 13.72%	417,653 $25.1 Million
Q1 2024 Apr 15, 2024	BUY	$56.66 - $62.34 $3.85 Million - $4.24 Million	68,036 Added 22.74%	367,269 $22.9 Million
Q4 2023 Jan 30, 2024	BUY	$48.83 - $60.51 $218,660 - $270,963	4,478 Added 1.52%	299,233 $17.8 Million
Q3 2023 Nov 13, 2023	BUY	$51.84 - $57.67 $13.8 Million - $15.4 Million	266,541 Added 944.71%	294,755 $15.5 Million
Q2 2023 Jul 21, 2023	BUY	$49.85 - $54.8 $963,201 - $1.06 Million	19,322 Added 217.3%	28,214 $1.55 Million
Q1 2023 Apr 25, 2023	BUY	$50.35 - $57.8 $131,514 - $150,973	2,612 Added 41.59%	8,892 $468,000
Q4 2022 Feb 01, 2023	BUY	$47.77 - $54.73 $86,559 - $99,170	1,812 Added 40.56%	6,280 $321,000
Q3 2022 Oct 17, 2022	BUY	$46.47 - $55.84 $207,627 - $249,493	4,468 New	4,468 $215,000

Others Institutions Holding DFAS

# of Institutions

791

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Small C Transaction History