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DFATDFAT
Showing 9 of 15 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in DIMENSIONAL ETF TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.3M shares of DFAT (DIMENSIONAL ETF TRUST), worth $86.8M as of 2026-Q3. The position was increased (+12.1% shares). DFAT represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$86.8M

Current Shares

1.3M

Total Value Change

-$43.8M

Total Shares Change

-1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
1.3M
+12.1%
$86.8M0.1%$66.44
40
2026-Q2
Increased
1.2M
+9.2%
$79.6M0.1%$69.65
39
2026-Q1
Decreased
1.1M
-46.4%
$67.7M0.1%$62.02
0
2025-Q4
Decreased
2M
-4.8%
$124.2M0.2%$58.93
0
2025-Q3
Decreased
2.1M
-2.6%
$122.7M0.2%$57.38
0
2025-Q2
Increased
2.2M
+0.3%
$122.3M0.2%$52.94
36
2025-Q1
Decreased
2.2M
-4.7%
$111.5M0.2%$50.29
0
2024-Q4
Decreased
2.3M
-3.3%
$126.5M0.2%$54.19
0
2024-Q3
Decreased
2.3M
-0.2%
$130.7M0.3%$53.97
0

Other major holders of DFAT: Cerity Partners LLC, Creative Planning, Focus Partners Wealth

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