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DFIPDFIP
Showing 8 of 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 24,667 shares of DFIP (DIMENSIONAL ETF TRUST), worth $1M as of 2026-Q2. The position was increased (+1.4% shares). DFIP represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1M

Current Shares

24,667

Total Value Change

-$344,481

Total Shares Change

-7,500

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
24,667
+1.4%
$1M0.0%$40.50
25
2026-Q1
Decreased
24,319
-19.8%
$1M0.0%$40.17
0
2025-Q4
Increased
30,317
+2.3%
$1.3M0.0%$40.01
26
2025-Q3
Decreased
29,642
-1.4%
$1.3M0.0%$40.07
0
2025-Q2
Decreased
30,059
-2.4%
$1.3M0.0%$39.20
0
2025-Q1
Decreased
30,795
-0.4%
$1.3M0.0%$38.86
0
2024-Q4
Decreased
30,924
-3.9%
$1.3M0.0%$37.20
0
2024-Q3
Decreased
32,167
-32.8%
$1.4M0.0%$38.47
0

Other major holders of DFIP: Beacon Pointe Advisors, LLC, Savant Capital, LLC

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