Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 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 93,791 shares of DFAR stock, worth $2.36 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
93,791
Previous 83,242
12.67%
Holding current value
$2.36 Million
Previous $1.84 Million
30.72%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.3 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.3 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.4 Million2.99% of portfolio