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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 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 64,786 shares of DFAS stock, worth $3.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

64,786

Previous 63,360 2.25%

Holding current value

$3.67 Million

Previous $4.12 Million 6.14%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

788

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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