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

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 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 2,348,951 shares of DFAT stock, worth $136 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,348,951
Previous 2,353,277 0.18%
Holding current value
$136 Million
Previous $122 Million 7.05%
% of portfolio
0.29%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$51.0 - $57.07 $220,626 - $246,884
-4,326 Reduced 0.18%
2,348,951 $131 Million
Q2 2024

Jul 16, 2024
BUY
$50.18 - $54.47 $2.88 Million - $3.13 Million
57,397 Added 2.5%
2,353,277 $122 Million
Q1 2024

Apr 15, 2024
BUY
$49.45 - $54.43 $3.27 Million - $3.6 Million
66,111 Added 2.96%
2,295,880 $125 Million
Q4 2023

Jan 30, 2024
SELL
$42.71 - $53.09 $3.6 Million - $4.47 Million
-84,202 Reduced 3.64%
2,229,769 $117 Million
Q3 2023

Nov 13, 2023
BUY
$45.07 - $49.71 $104 Million - $115 Million
2,303,657 Added 22335.24%
2,313,971 $106 Million
Q2 2023

Jul 21, 2023
SELL
$41.44 - $46.39 $90,132 - $100,898
-2,175 Reduced 17.42%
10,314 $478,000
Q1 2023

Apr 25, 2023
BUY
$42.38 - $49.75 $529,283 - $621,327
12,489 New
12,489 $555,000

Others Institutions Holding DFAT

# of Institutions
667
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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