Envestnet Asset Management Inc Dimensional ETF Tr Short Durat Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
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 1,938,383 shares of DFSD stock, worth $93.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,938,383
Previous 1,477,213
31.22%
Holding current value
$93.9 Million
Previous $70.2 Million
32.57%
% of portfolio
0.03%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
77.4MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio