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DFSEDFSE
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 66,534 shares of DFSE (DIMENSIONAL ETF TRUST), worth $3.2M as of 2026-Q2. The position was decreased (-8.9% shares). DFSE represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.2M

Current Shares

66,534

Total Value Change

-$347,076

Total Shares Change

-34,160

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
66,534
-8.9%
$3.2M0.0%$48.88
0
2026-Q1
Decreased
73,007
-13.7%
$3.1M0.0%$43.60
0
2025-Q4
Decreased
84,618
-2.6%
$3.6M0.0%$41.59
0
2025-Q3
Decreased
86,863
-10.1%
$3.6M0.0%$40.60
0
2025-Q2
Decreased
96,572
-3.2%
$3.7M0.0%$37.11
0
2025-Q1
Decreased
99,736
-0.2%
$3.4M0.0%$33.18
0
2024-Q4
Decreased
99,943
-0.8%
$3.3M0.0%$32.41
0
2024-Q3
Increased
100,694
+16.8%
$3.6M0.0%$35.02
31

Other major holders of DFSE: Pathstone Holdings, LLC, Focus Partners Wealth

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