Envestnet Asset Management Inc Dimensional ETF Tr Transaction History

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025

A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Envestnet Asset Management Inc holds 4,547,432 shares of DFIV stock, worth $218 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,547,432
Previous 21,129,796 78.48%
Holding current value
$218 Million
Previous $905 Million 76.83%
% of portfolio
0.06%
Previous 0.28%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$42.66 - $46.53 $707 Million - $772 Million
-16,582,364 Reduced 78.48%
4,547,432 $210 Million
Q2 2025

Jul 31, 2025
BUY
$34.67 - $43.21 $38.3 Million - $47.7 Million
1,103,797 Added 5.51%
21,129,796 $905 Million
Q1 2025

Apr 29, 2025
SELL
$35.33 - $40.77 $15.3 Million - $17.7 Million
-434,107 Reduced 2.12%
20,025,999 $788 Million
Q4 2024

Feb 12, 2025
BUY
$34.86 - $37.97 $52.8 Million - $57.5 Million
1,514,650 Added 7.99%
20,460,106 $726 Million
Q3 2024

Nov 06, 2024
BUY
$34.66 - $38.38 $149 Million - $165 Million
4,288,210 Added 29.26%
18,945,456 $721 Million
Q2 2024

Aug 08, 2024
BUY
$35.5 - $38.02 $65 Million - $69.7 Million
1,832,029 Added 14.28%
14,657,246 $527 Million
Q1 2024

May 13, 2024
BUY
$33.15 - $36.75 $96.2 Million - $107 Million
2,901,557 Added 29.24%
12,825,217 $471 Million
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $32.8 Million - $36.6 Million
1,062,925 Added 12.0%
9,923,660 $341 Million
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $25.4 Million - $27.3 Million
792,059 Added 9.82%
8,860,735 $289 Million
Q2 2023

Aug 04, 2023
BUY
$31.45 - $33.77 $71 Million - $76.2 Million
2,257,885 Added 38.86%
8,068,676 $265 Million
Q1 2023

May 11, 2023
BUY
$30.43 - $33.38 $34.5 Million - $37.9 Million
1,135,147 Added 24.28%
5,810,791 $187 Million
Q4 2022

Feb 07, 2023
BUY
$25.88 - $31.1 $21.3 Million - $25.6 Million
821,851 Added 21.33%
4,675,644 $142 Million
Q3 2022

Nov 10, 2022
BUY
$25.71 - $30.57 $647,249 - $769,599
25,175 Added 0.66%
3,853,793 $99.3 Million
Q2 2022

Aug 03, 2022
BUY
$28.66 - $33.84 $168,606 - $199,080
5,883 Added 0.15%
3,828,618 $111 Million
Q1 2022

May 04, 2022
SELL
$30.75 - $35.49 $59,624 - $68,815
-1,939 Reduced 0.05%
3,822,735 $128 Million
Q4 2021

Feb 04, 2022
BUY
$31.61 - $34.21 $498,995 - $540,039
15,786 Added 0.41%
3,824,674 $126 Million
Q3 2021

Oct 07, 2021
BUY
$32.25 - $33.65 $123 Million - $128 Million
3,808,888 New
3,808,888 $125 Million

About DIMENSIONAL ETF TR

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