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DFSUDFSU
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 415,678 shares of DFSU (DIMENSIONAL ETF TRUST), worth $19.7M as of 2026-Q2. The position was decreased (-3.3% shares). DFSU represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$19.7M

Current Shares

415,678

Total Value Change

+$4.7M

Total Shares Change

+11,582

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
415,678
-3.3%
$19.7M0.0%$46.63
0
2026-Q1
Decreased
429,942
-11.0%
$17.8M0.0%$43.23
0
2025-Q4
Increased
483,033
+2.7%
$21.4M0.0%$43.72
29
2025-Q3
Increased
470,365
+15.3%
$20M0.0%$42.25
33
2025-Q2
Decreased
407,806
-1.2%
$16.3M0.0%$38.97
0
2025-Q1
Decreased
412,711
-0.9%
$14.8M0.0%$35.44
0
2024-Q4
Increased
416,575
+3.1%
$15.8M0.0%$37.68
29
2024-Q3
Increased
404,096
+13.2%
$15M0.0%$36.59
32

Other major holders of DFSU: AE Wealth Management LLC, Focus Partners Wealth

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