Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
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 2,348,959 shares of DFAT stock, worth $135 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,348,959
Previous 2,348,951
-0.0%
Holding current value
$135 Million
Previous $131 Million
0.05%
% of portfolio
0.28%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio