Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,165,412 shares of DFAT stock, worth $104 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,165,412
Previous 2,271,842
4.68%
Holding current value
$104 Million
Previous $126 Million
11.83%
% of portfolio
0.23%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
752Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$679 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$600 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$431 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$347 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$248 Million2.33% of portfolio