Envestnet Asset Management Inc Dimensional ETF Tr U S Target Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,942,931 shares of DFAT stock, worth $111 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,942,931
Previous 2,057,946
5.59%
Holding current value
$111 Million
Previous $114 Million
5.54%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
744Shares Held
166MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio