Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,239,699 shares of DFSV stock, worth $39.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,239,699
Previous 1,178,593
5.18%
Holding current value
$39.3 Million
Previous $33.2 Million
9.97%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFSV
# of Institutions
482Shares Held
130MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$205 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$102 Million2.12% of portfolio