Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 32,167 shares of DFIP stock, worth $1.31 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,167
Previous 32,167 -0.0%
Holding current value
$1.31 Million
Previous $1.36 Million 4.26%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
118
Shares Held
12.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

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