Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,909,738 shares of DFIV stock, worth $75.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,909,738
Previous 1,909,848
0.01%
Holding current value
$75.5 Million
Previous $72.7 Million
6.86%
% of portfolio
0.15%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$809 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$703 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$441 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$327 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$277 Million0.17% of portfolio