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 17,483 shares of DFAX stock, worth $450,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,483
Previous 20,182 13.37%
Holding current value
$450,362
Previous $545,000 20.37%
% 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
SELL
$24.76 - $27.04 $66,827 - $72,980
-2,699 Reduced 13.37%
17,483 $434,000
Q3 2024

Oct 31, 2024
SELL
$24.29 - $27.25 $7,821 - $8,774
-322 Reduced 1.57%
20,182 $545,000
Q2 2024

Jul 16, 2024
SELL
$24.57 - $26.36 $22,899 - $24,567
-932 Reduced 4.35%
20,504 $521,000
Q1 2024

May 06, 2024
SELL
$23.42 - $25.45 $99,886 - $108,544
-4,265 Reduced 16.59%
21,436 $545,000
Q4 2023

Feb 07, 2024
SELL
$21.44 - $24.42 $18,352 - $20,903
-856 Reduced 3.22%
25,701 $627,000
Q3 2023

Nov 13, 2023
BUY
$22.41 - $24.35 $595,142 - $646,662
26,557 New
26,557 $598,000

Others Institutions Holding DFAX

# of Institutions
540
Shares Held
238M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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