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DFSDDFSD
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 188,266 shares of DFSD (DIMENSIONAL ETF TRUST), worth $9M as of 2026-Q2. The position was increased (+8.0% shares). DFSD represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$9M

Current Shares

188,266

Total Value Change

+$1.3M

Total Shares Change

+28,290

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
188,266
+8.0%
$9M0.0%$47.27
30
2026-Q1
Decreased
174,362
-12.6%
$8.4M0.0%$46.88
0
2025-Q4
Increased
199,544
+6.3%
$9.6M0.0%$46.80
29
2025-Q3
Increased
187,693
+8.1%
$9.1M0.0%$46.28
30
2025-Q2
Increased
173,709
+4.2%
$8.3M0.0%$45.60
29
2025-Q1
Increased
166,709
+0.1%
$7.9M0.0%$44.73
27
2024-Q4
Increased
166,540
+4.1%
$7.8M0.0%$43.90
29
2024-Q3
Decreased
159,976
-4.7%
$7.6M0.0%$43.86
0

Other major holders of DFSD: Focus Partners Wealth

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