Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 12,404 shares of DFAE stock, worth $327,713. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,404
Previous 10,950 13.28%
Holding current value
$327,713
Previous $300,000 4.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$25.36 - $28.15 $36,873 - $40,930
1,454 Added 13.28%
12,404 $314,000
Q3 2024

Oct 31, 2024
SELL
$24.46 - $27.82 $7,753 - $8,818
-317 Reduced 2.81%
10,950 $300,000
Q2 2024

Jul 16, 2024
BUY
$24.03 - $26.3 $29,460 - $32,243
1,226 Added 12.21%
11,267 $291,000
Q1 2024

May 06, 2024
SELL
$22.74 - $24.88 $11,893 - $13,012
-523 Reduced 4.95%
10,041 $248,000
Q4 2023

Feb 07, 2024
BUY
$21.63 - $24.11 $3,698 - $4,122
171 Added 1.65%
10,564 $254,000
Q3 2023

Nov 13, 2023
BUY
$22.43 - $24.83 $233,114 - $258,058
10,393 New
10,393 $234,000

Others Institutions Holding DFAE

# of Institutions
527
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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