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 $4.75 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

72,024

Previous 64,786 11.17%

Holding current value

$4.75 Million

Previous $3.87 Million 18.55%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

826

Shares Held

128M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr U S Small C Transaction History