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 104,044 shares of DFIV stock, worth $4.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

104,044

Previous 106,383 2.2%

Holding current value

$4.18 Million

Previous $4.05 Million 8.91%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$34.86 - $37.97 $81,537 - $88,811	-2,339 Reduced 2.2%	104,044 $3.69 Million
Q3 2024 Oct 31, 2024	BUY	$34.66 - $38.38 $18,855 - $20,878	544 Added 0.51%	106,383 $4.05 Million
Q2 2024 Jul 16, 2024	SELL	$35.5 - $38.02 $29,500 - $31,594	-831 Reduced 0.78%	105,839 $3.8 Million
Q1 2024 May 06, 2024	SELL	$33.15 - $36.75 $302,162 - $334,976	-9,115 Reduced 7.87%	106,670 $3.92 Million
Q4 2023 Feb 07, 2024	SELL	$30.86 - $34.46 $292,768 - $326,922	-9,487 Reduced 7.57%	115,785 $3.98 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $4.02 Million - $4.31 Million	125,272 New	125,272 $4.09 Million

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History