Envestnet Asset Management Inc Dimensional ETF Tr Inflation P Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 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 15,175 shares of DFIP stock, worth $613,525. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,175
Previous 10,475
44.87%
Holding current value
$613,525
Previous $427,000
50.12%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio