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

DFNMDFNM
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 212,330 shares of DFNM (DIMENSIONAL ETF TRUST), worth $10.2M as of 2026-Q2. The position was increased (+1.9% shares). DFNM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$10.2M

Current Shares

212,330

Total Value Change

+$6.3M

Total Shares Change

+126,831

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
212,330
+1.9%
$10.2M0.0%$48.11
28
2026-Q1
Decreased
208,369
-39.6%
$10M0.0%$47.37
0
2025-Q4
Decreased
344,947
-2.4%
$16.7M0.0%$47.33
0
2025-Q3
Decreased
353,484
-7.9%
$17M0.0%$46.71
0
2025-Q2
Decreased
383,826
-8.6%
$18.2M0.0%$45.84
0
2025-Q1
Decreased
420,114
-16.8%
$20M0.0%$45.63
0
2024-Q4
Increased
505,032
+3.3%
$24.1M0.0%$45.57
30
2024-Q3
Increased
488,958
+2.6%
$23.7M0.1%$45.87
29
2024-Q2
Increased
476,417
+0.8%
$22.8M0.1%$44.84
29
2024-Q1
Increased
472,530
+371.2%
$22.7M0.1%$44.85
46
2023-Q4
Increased
100,291
+17.3%
$4.9M0.0%$45.03
31
2023-Q3
New
85,499
-
$4M0.0%$42.80
37

Other major holders of DFNM: Focus Partners Wealth

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