Envestnet Asset Management Inc Dimensional ETF Tr Inflation P Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
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
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86.9 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$40.3 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34.3 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31.3 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.9 Million8.75% of portfolio