Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

DFCADFCA
Showing 8 of 10 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 29,721 shares of DFCA (DIMENSIONAL ETF TRUST), worth $1.5M as of 2026-Q2. The position was increased (+3.0% shares). DFCA represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.5M

Current Shares

29,721

Total Value Change

-$521,649

Total Shares Change

-9,947

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used