Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 68,571 shares of DFIC stock, worth $1.95 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

68,571

Previous 66,196 3.59%

Holding current value

$1.95 Million

Previous $1.86 Million 4.83%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.61 - $28.0 $60,823 - $66,500	2,375 Added 3.59%	68,571 $1.77 Million
Q3 2024 Oct 31, 2024	BUY	$25.36 - $28.37 $1.31 Million - $1.47 Million	51,648 Added 355.02%	66,196 $1.86 Million
Q2 2024 Jul 16, 2024	BUY	$25.73 - $27.44 $28,148 - $30,019	1,094 Added 8.13%	14,548 $382,000
Q1 2024 May 06, 2024	SELL	$24.62 - $26.83 $55,468 - $60,447	-2,253 Reduced 14.34%	13,454 $359,000
Q4 2023 Feb 07, 2024	BUY	$22.18 - $25.58 $40,500 - $46,709	1,826 Added 13.15%	15,707 $400,000
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $322,733 - $349,384	13,881 New	13,881 $324,000

Others Institutions Holding DFIC

# of Institutions

439

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History