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DFCADFCA
Showing 9 of 11 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 38,480 shares of DFCA (DIMENSIONAL ETF TRUST), worth $1.8M as of 2026-Q3. The position was increased (+29.5% shares). DFCA represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.8M

Current Shares

38,480

Total Value Change

-$176,412

Total Shares Change

-1,188

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
38,480
+29.5%
$1.8M0.0%$47.67
32
2026-Q2
Increased
29,721
+3.0%
$1.5M0.0%$49.96
26
2026-Q1
Decreased
28,862
-65.9%
$1.4M0.0%$49.31
0
2025-Q4
Increased
84,562
+5.3%
$4.2M0.0%$49.27
28
2025-Q3
Increased
80,276
+21.4%
$4M0.0%$48.60
32
2025-Q2
Increased
66,137
+0.6%
$3.3M0.0%$47.73
27
2025-Q1
Increased
65,728
+15.8%
$3.3M0.0%$47.68
31
2024-Q4
Increased
56,750
+43.1%
$2.8M0.0%$47.84
35
2024-Q3
Increased
39,668
+86.0%
$2M0.0%$47.97
40

Other major holders of DFCA: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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