Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 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 14,159 shares of DFAU stock, worth $588,731. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,159
Previous 14,658 3.4%
Holding current value
$588,731
Previous $549,000 2.19%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$35.8 - $39.69 $17,864 - $19,805
-499 Reduced 3.4%
14,159 $561,000
Q2 2024

Jul 16, 2024
SELL
$34.53 - $37.67 $10,082 - $10,999
-292 Reduced 1.95%
14,658 $549,000
Q1 2024

May 06, 2024
BUY
$32.59 - $36.54 $15,675 - $17,575
481 Added 3.32%
14,950 $546,000
Q4 2023

Feb 07, 2024
BUY
$28.58 - $33.37 $943 - $1,101
33 Added 0.23%
14,469 $481,000
Q3 2023

Nov 13, 2023
BUY
$29.79 - $32.13 $430,048 - $463,828
14,436 New
14,436 $432,000

Others Institutions Holding DFAU

# of Institutions
441
Shares Held
2.1B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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