Envestnet Asset Management Inc Dimensional ETF Tr Inflation P Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 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 14,337 shares of DFIP stock, worth $598,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,337

Previous 15,175 5.52%

Holding current value

$598,856

Previous $641,000 9.52%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$40.31 - $42.43 $33,779 - $35,556	-838 Reduced 5.52%	14,337 $580,000
Q3 2024 Nov 06, 2024	BUY	$40.69 - $42.46 $191,243 - $199,562	4,700 Added 44.87%	15,175 $641,000
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

# of Institutions

134

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Envestnet Asset Management Inc Dimensional ETF Tr Inflation P Transaction History