A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Envestnet Asset Management Inc holds 10,475 shares of DFIP stock, worth $443,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,475
Previous 11,823 11.4%
Holding current value
$443,511
Previous $487,000 12.32%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$40.31 - $41.37 $54,337 - $55,766
-1,348 Reduced 11.4%
10,475 $427,000
Q1 2024

May 13, 2024

BUY
$40.58 - $41.54 $11,971 - $12,254
295 Added 2.56%
11,823 $487,000
Q4 2023

Feb 13, 2024

BUY
$39.16 - $41.47 $111,136 - $117,691
2,838 Added 32.66%
11,528 $475,000
Q3 2023

Nov 13, 2023

BUY
$39.65 - $41.67 $126,166 - $132,593
3,182 Added 57.77%
8,690 $345,000
Q2 2023

Aug 04, 2023

BUY
$41.16 - $43.19 $226,709 - $237,890
5,508 New
5,508 $227,000

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.