Envestnet Asset Management Inc Dimensional ETF Tr Inflation P Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Envestnet Asset Management Inc holds 15,175 shares of DFIP stock, worth $624,754. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,175
Previous 10,475
44.87%
Holding current value
$624,754
Previous $427,000
50.12%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
119Shares Held
13.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.3 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$33.1 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$31 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.6 Million3.46% of portfolio