Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,840,265 shares of DFUV stock, worth $123 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,840,265

Previous 2,838,771 0.05%

Holding current value

$123 Million

Previous $117 Million 2.65%

% of portfolio

0.22%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$36.25 - $42.28 $54,157 - $63,166	1,494 Added 0.05%	2,840,265 $120 Million
Q1 2025 Apr 16, 2025	SELL	$39.96 - $43.3 $2.05 Million - $2.22 Million	-51,354 Reduced 1.78%	2,838,771 $117 Million
Q4 2024 Mar 17, 2025	SELL	$40.38 - $44.35 $785,835 - $863,095	-19,461 Reduced 0.67%	2,890,125 $118 Million
Q4 2024 Jan 10, 2025	SELL	$40.38 - $44.35 $28,669 - $31,488	-710 Reduced 0.02%	2,909,586 $119 Million
Q3 2024 Oct 23, 2024	SELL	$38.51 - $41.69 $14.5 Million - $15.7 Million	-377,659 Reduced 11.49%	2,910,296 $121 Million
Q2 2024 Jul 16, 2024	SELL	$38.53 - $40.76 $701,130 - $741,709	-18,197 Reduced 0.55%	3,287,955 $129 Million
Q1 2024 Apr 15, 2024	SELL	$36.22 - $40.9 $6.76 Million - $7.63 Million	-186,520 Reduced 5.34%	3,306,152 $135 Million
Q4 2023 Jan 30, 2024	SELL	$31.85 - $37.39 $3.21 Million - $3.77 Million	-100,759 Reduced 2.8%	3,492,672 $130 Million
Q3 2023 Nov 13, 2023	BUY	$33.83 - $36.19 $121 Million - $129 Million	3,572,568 Added 17123.94%	3,593,431 $122 Million
Q2 2023 Jul 21, 2023	SELL	$32.32 - $34.5 $169,550 - $180,987	-5,246 Reduced 20.09%	20,863 $719,000
Q1 2023 Apr 25, 2023	BUY	$31.9 - $35.83 $832,877 - $935,485	26,109 New	26,109 $874,000
Q2 2022 Jul 18, 2022	BUY	$30.92 - $35.31 $252,709 - $288,588	8,173 New	8,173 $259,000

Others Institutions Holding DFUV

# of Institutions

740

Shares Held

279M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Us Marketwi Transaction History