Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr U S Small C Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 72,024 shares of DFAS stock, worth $4.98 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
72,024
Previous 64,786 11.17%
Holding current value
$4.98 Million
Previous $3.87 Million 18.55%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$52.31 - $63.72 $378,619 - $461,205
7,238 Added 11.17%
72,024 $4.59 Million
Q1 2025

Apr 21, 2025
BUY
$58.81 - $68.2 $83,863 - $97,253
1,426 Added 2.25%
64,786 $3.87 Million
Q4 2024

Feb 10, 2025
BUY
$63.58 - $71.15 $344,921 - $385,988
5,425 Added 9.36%
63,360 $4.12 Million
Q3 2024

Oct 31, 2024
BUY
$59.25 - $65.33 $109,908 - $121,187
1,855 Added 3.31%
57,935 $3.76 Million
Q2 2024

Jul 16, 2024
BUY
$57.42 - $62.37 $78,378 - $85,135
1,365 Added 2.49%
56,080 $3.37 Million
Q1 2024

May 06, 2024
SELL
$56.66 - $62.34 $65,838 - $72,439
-1,162 Reduced 2.08%
54,715 $3.41 Million
Q4 2023

Feb 07, 2024
SELL
$48.83 - $60.51 $175,495 - $217,472
-3,594 Reduced 6.04%
55,877 $3.33 Million
Q3 2023

Nov 13, 2023
BUY
$51.84 - $57.67 $3.08 Million - $3.43 Million
59,471 New
59,471 $3.12 Million

Others Institutions Holding DFAS

# of Institutions
843
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email