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 418,230 shares of DISV stock, worth $12.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
418,230
Previous 387,044 8.06%
Holding current value
$12.4 Million
Previous $11.2 Million 1.2%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$26.18 - $28.77 $816,449 - $897,221
31,186 Added 8.06%
418,230 $11.1 Million
Q3 2024

Nov 06, 2024
BUY
$26.06 - $29.18 $652,829 - $730,988
25,051 Added 6.92%
387,044 $11.2 Million
Q2 2024

Aug 08, 2024
BUY
$26.23 - $28.56 $859,242 - $935,568
32,758 Added 9.95%
361,993 $9.74 Million
Q1 2024

May 13, 2024
BUY
$24.73 - $27.24 $4.81 Million - $5.3 Million
194,559 Added 144.46%
329,235 $8.95 Million
Q4 2023

Feb 13, 2024
BUY
$22.43 - $25.87 $304,756 - $351,495
13,587 Added 11.22%
134,676 $3.47 Million
Q3 2023

Nov 13, 2023
SELL
$23.27 - $25.13 $8,191 - $8,845
-352 Reduced 0.29%
121,089 $2.88 Million
Q2 2023

Aug 04, 2023
BUY
$23.01 - $24.6 $904,868 - $967,395
39,325 Added 47.89%
121,441 $2.87 Million
Q1 2023

May 11, 2023
BUY
$22.4 - $24.75 $849,788 - $938,940
37,937 Added 85.87%
82,116 $1.95 Million
Q4 2022

Feb 07, 2023
BUY
$18.45 - $22.54 $815,102 - $995,794
44,179 New
44,179 $981,000

Others Institutions Holding DISV

# of Institutions
325
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email