Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 30,059 shares of DFIP stock, worth $1.25 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

30,059

Previous 30,795 2.39%

Holding current value

$1.25 Million

Previous $1.3 Million 3.09%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$41.11 - $42.42 $30,256 - $31,221	-736 Reduced 2.39%	30,059 $1.26 Million
Q1 2025 Apr 16, 2025	SELL	$40.27 - $42.11 $5,194 - $5,432	-129 Reduced 0.42%	30,795 $1.3 Million
Q4 2024 Mar 17, 2025	SELL	$40.31 - $42.43 $50,105 - $52,740	-1,243 Reduced 3.86%	30,924 $1.25 Million
Q3 2024 Oct 23, 2024	SELL	$40.69 - $42.46 $638,792 - $666,579	-15,699 Reduced 32.8%	32,167 $1.36 Million
Q2 2024 Jul 16, 2024	SELL	$40.31 - $41.37 $2.58 Million - $2.65 Million	-64,087 Reduced 57.24%	47,866 $1.95 Million
Q1 2024 Apr 15, 2024	BUY	$40.58 - $41.54 $858,632 - $878,944	21,159 Added 23.3%	111,953 $4.62 Million
Q4 2023 Jan 30, 2024	BUY	$39.16 - $41.47 $194,899 - $206,396	4,977 Added 5.8%	90,794 $3.75 Million
Q3 2023 Nov 13, 2023	BUY	$39.65 - $41.67 $3.4 Million - $3.58 Million	85,817 New	85,817 $3.41 Million

Others Institutions Holding DFIP

# of Institutions

148

Shares Held

15.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Inflation P Transaction History