Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 14,548 shares of DFIC stock, worth $392,359. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,548
Previous 13,454
8.13%
Holding current value
$392,359
Previous $359,000
6.41%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$642 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$629 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$425 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$127 Million16.75% of portfolio