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

DFSBDFSB
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 102,348 shares of DFSB (DIMENSIONAL ETF TRUST), worth $5.1M as of 2026-Q3. The position was increased (+0.6% shares). DFSB represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$5.1M

Current Shares

102,348

Total Value Change

+$2.2M

Total Shares Change

+46,010

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
102,348
+0.6%
$5.1M0.0%$49.55
27
2026-Q2
Increased
101,695
+7.4%
$5.3M0.0%$51.41
29
2026-Q1
Increased
94,666
+2.0%
$4.9M0.0%$50.52
27
2025-Q4
Increased
92,782
+1.9%
$4.8M0.0%$50.57
27
2025-Q3
Increased
91,033
+9.0%
$4.9M0.0%$50.35
29
2025-Q2
Increased
83,531
+3.3%
$4.4M0.0%$49.56
28
2025-Q1
Increased
80,850
+7.8%
$4.2M0.0%$48.68
29
2024-Q4
Increased
75,020
+10.9%
$3.8M0.0%$48.07
30
2024-Q3
Increased
67,658
+20.1%
$3.6M0.0%$48.97
32
2024-Q2
New
56,338
-
$2.9M0.0%$46.79
36

Other major holders of DFSB: DIMENSIONAL FUND ADVISORS LP, MERCER GLOBAL ADVISORS INC /ADV

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