Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,649,029 shares of DFIS stock, worth $42.4 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,649,029
Previous 1,543,899
6.81%
Holding current value
$42.4 Million
Previous $41.4 Million
2.23%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$456 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$319 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$275 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.3 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67 Million3.04% of portfolio