Envestnet Asset Management Inc Dimensional ETF Tr Short Durat Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Envestnet Asset Management Inc holds 2,048,290 shares of DFSD stock, worth $98.7 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,048,290
Previous 1,938,383
5.67%
Holding current value
$98.7 Million
Previous $93.1 Million
6.07%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding DFSD
# of Institutions
397Shares Held
90.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio