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

DFGRDFGR
12 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 455,872 shares of DFGR (DIMENSIONAL ETF TRUST), worth $13.3M as of 2026-Q2. The position was increased (+93.5% shares). DFGR represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$13.3M

Current Shares

455,872

Total Value Change

+$8.9M

Total Shares Change

+257,797

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
455,872
+93.5%
$13.3M0.0%$28.97
44
2026-Q1
Decreased
235,644
-16.8%
$6.4M0.0%$28.45
0
2025-Q4
Increased
283,193
+1.0%
$7.5M0.0%$26.61
28
2025-Q3
Increased
280,434
+43.5%
$7.6M0.0%$26.53
37
2025-Q2
Decreased
195,474
-1.6%
$5.3M0.0%$25.87
0
2025-Q1
Decreased
198,707
-1.4%
$5.2M0.0%$25.12
0
2024-Q4
Decreased
201,429
-2.0%
$5.1M0.0%$24.42
0
2024-Q3
Decreased
205,588
-2.8%
$5.9M0.0%$27.05
0
2024-Q2
Decreased
211,456
-17.3%
$5.3M0.0%$23.39
0
2024-Q1
Increased
255,550
+8.7%
$6.5M0.0%$23.72
30
2023-Q4
Increased
235,157
+18.7%
$6.1M0.0%$24.09
32
2023-Q3
New
198,075
-
$4.4M0.0%$20.51
37

Other major holders of DFGR: Savant Capital, LLC

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