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 1,935,348 shares of DFAU stock, worth $83.6 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,935,348
Previous 1,224,621
58.04%
Holding current value
$83.6 Million
Previous $47.1 Million
74.15%
% of portfolio
0.15%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
513Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$243 Million1.87% of portfolio
-
Rvw Wealth, LLC4.33MShares$187 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$179 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$152 Million1.87% of portfolio