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 20,504 shares of DFAX stock, worth $549,097. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,504
Previous 21,436
4.35%
Holding current value
$549,097
Previous $545,000
4.4%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$301 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$261 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$198 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$196 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$148 Million21.36% of portfolio