Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
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 150,495 shares of DFAR stock, worth $3.46 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150,495
Previous 129,198
16.48%
Holding current value
$3.46 Million
Previous $3.01 Million
19.0%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.5 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$53.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.3 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$39.8 Million3.75% of portfolio