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

DFSBDFSB
9 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 101,695 shares of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF), worth $5.3M as of 2026-Q2. The position was increased (+7.4% shares). DFSB represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$5.3M

Current Shares

101,695

Total Value Change

+$2.4M

Total Shares Change

+45,357

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
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: MERCER GLOBAL ADVISORS INC /ADV, SEI INVESTMENTS CO

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