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DFUVDFUV
Showing 8 of 16 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 1.9M shares of DFUV (DIMENSIONAL ETF TRUST), worth $102M as of 2026-Q2. The position was increased (+2.6% shares). DFUV represents 0.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$102M

Current Shares

1.9M

Total Value Change

-$19.4M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+2.6%
$102M0.2%$55.01
37
2026-Q1
Decreased
1.8M
-33.1%
$87.9M0.2%$49.86
0
2025-Q4
Decreased
2.7M
-3.0%
$130.2M0.2%$46.93
0
2025-Q3
Decreased
2.8M
-2.0%
$124.9M0.2%$44.45
0
2025-Q2
Increased
2.8M
+0.1%
$122.7M0.2%$41.82
36
2025-Q1
Decreased
2.8M
-1.8%
$117M0.2%$40.39
0
2024-Q4
Decreased
2.9M
-0.7%
$118.3M0.2%$40.11
0
2024-Q3
Decreased
2.9M
-11.5%
$121.3M0.3%$40.73
0

Other major holders of DFUV: MERCER GLOBAL ADVISORS INC /ADV

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