Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 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 1,984,964 shares of DFIV stock, worth $79.7 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,984,964
Previous 1,909,738
3.94%
Holding current value
$79.7 Million
Previous $67.7 Million
3.94%
% of portfolio
0.14%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$822 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$715 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$449 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$333 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio