Envestnet Asset Management Inc Dimensional ETF Tr U S Target Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,894,802 shares of DFAT stock, worth $109 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,894,802
Previous 1,906,733
0.63%
Holding current value
$109 Million
Previous $98.2 Million
4.14%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$285 Million1.74% of portfolio