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

DISVDISV
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 461,410 shares of DISV (DIMENSIONAL ETF TRUST), worth $18.9M as of 2026-Q2. The position was increased (+11.4% shares). DISV represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$18.9M

Current Shares

461,410

Total Value Change

+$4.6M

Total Shares Change

-138,310

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
461,410
+11.4%
$18.9M0.0%$40.13
32
2026-Q1
Decreased
414,158
-32.9%
$16.4M0.0%$41.09
0
2025-Q4
Decreased
617,133
-1.7%
$23.9M0.0%$38.19
0
2025-Q3
Increased
627,788
+0.4%
$22.5M0.0%$35.40
29
2025-Q2
Increased
625,156
+6.1%
$20.8M0.0%$32.44
30
2025-Q1
Increased
589,099
+7.8%
$17.2M0.0%$28.66
31
2024-Q4
Increased
546,307
+16.7%
$14.5M0.0%$25.76
33
2024-Q3
Decreased
468,153
-28.3%
$13.6M0.0%$27.98
0
2024-Q2
Increased
653,017
+0.7%
$17.6M0.0%$25.84
28
2024-Q1
Increased
648,697
+5.4%
$17.6M0.0%$25.69
30
2023-Q4
Increased
615,403
+2.6%
$15.9M0.0%$24.35
29
2023-Q3
New
599,720
-
$14.3M0.0%$22.30
39

Other major holders of DISV: Focus Partners Wealth

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