Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 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 14,658 shares of DFAU stock, worth $579,577. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,658
Previous 14,950
1.95%
Holding current value
$579,577
Previous $546,000
0.55%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio