Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 150,280 shares of DFIS stock, worth $4.56 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
150,280Holding current value
$4.56 Million% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
259Shares Held
86.6MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$558 Million0.43% of portfolio
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Matson Money. Inc.12.5MShares$378 Million11.74% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$118 Million0.43% of portfolio
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First Citizens Bank & Trust CO3.79MShares$115 Million1.68% of portfolio
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Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio