Envestnet Asset Management Inc Dimensional ETF Tr Short Durat Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,323,253 shares of DFSD stock, worth $62.7 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,323,253
Previous 1,254,049
5.52%
Holding current value
$62.7 Million
Previous $58.9 Million
7.18%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio