Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Short Durat Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 108,054 shares of DFSD stock, worth $5.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

108,054

Previous 115,006 6.04%

Holding current value

$5.21 Million

Previous $5.52 Million 5.69%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$47.86 - $48.43 $332,722 - $336,685	-6,952 Reduced 6.04%	108,054 $5.21 Million
Q2 2025 Jul 25, 2025	BUY	$47.09 - $48.01 $1.64 Million - $1.68 Million	34,892 Added 43.55%	115,006 $5.52 Million
Q1 2025 Apr 21, 2025	BUY	$46.74 - $47.55 $40,757 - $41,463	872 Added 1.1%	80,114 $3.81 Million
Q4 2024 Feb 10, 2025	SELL	$46.75 - $47.8 $57,455 - $58,746	-1,229 Reduced 1.53%	79,242 $3.71 Million
Q3 2024 Oct 31, 2024	BUY	$47.0 - $47.84 $43,005 - $43,773	915 Added 1.15%	80,471 $3.84 Million

Q2 2024 Jul 16, 2024	BUY	$46.64 - $47.15 $1.5 Million - $1.51 Million	32,105 Added 67.66%	79,556 $3.74 Million
Q1 2024 May 06, 2024	SELL	$46.78 - $47.19 $1,496 - $1,510	-32 Reduced 0.07%	47,451 $2.23 Million
Q4 2023 Feb 07, 2024	BUY	$46.16 - $47.09 $24,187 - $24,675	524 Added 1.12%	47,483 $2.23 Million
Q3 2023 Nov 13, 2023	BUY	$46.24 - $46.65 $2.17 Million - $2.19 Million	46,959 New	46,959 $2.18 Million

Others Institutions Holding DFSD

# of Institutions

391

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Short Durat Transaction History