Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Asset Management Inc holds 129,198 shares of DFAR stock, worth $3.13 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

129,198

Previous 93,791 37.75%

Holding current value

$3.13 Million

Previous $2.4 Million 25.04%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$22.72 - $25.76 $804,447 - $912,084	35,407 Added 37.75%	129,198 $3.01 Million
Q3 2024 Nov 06, 2024	BUY	$21.91 - $26.03 $231,128 - $274,590	10,549 Added 12.67%	93,791 $2.4 Million
Q2 2024 Aug 08, 2024	BUY	$20.41 - $22.23 $271,473 - $295,681	13,301 Added 19.02%	83,242 $1.84 Million
Q1 2024 May 13, 2024	BUY	$21.28 - $22.96 $140,873 - $151,995	6,620 Added 10.45%	69,941 $1.56 Million
Q4 2023 Feb 13, 2024	BUY	$18.45 - $23.08 $109,297 - $136,725	5,924 Added 10.32%	63,321 $1.44 Million
Q3 2023 Nov 13, 2023	SELL	$19.26 - $22.35 $369,426 - $428,695	-19,181 Reduced 25.05%	57,397 $1.12 Million
Q2 2023 Aug 04, 2023	BUY	$20.22 - $21.63 $545,454 - $583,490	26,976 Added 54.38%	76,578 $1.65 Million
Q1 2023 May 11, 2023	BUY	$19.83 - $23.92 $93,934 - $113,309	4,737 Added 10.56%	49,602 $1.07 Million
Q4 2022 Feb 07, 2023	BUY	$19.45 - $22.52 $872,624 - $1.01 Million	44,865 New	44,865 $948,000

Others Institutions Holding DFAR

# of Institutions

246

Shares Held

40.9M

Call Options Held

1.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
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Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History