Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

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 997,846 shares of DFSV stock, worth $33.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
997,846
Previous 708,182 40.9%
Holding current value
$33.2 Million
Previous $20.4 Million 50.79%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$28.25 - $31.7 $8.18 Million - $9.18 Million
289,664 Added 40.9%
997,846 $30.7 Million
Q2 2024

Aug 08, 2024
BUY
$27.81 - $30.13 $2.75 Million - $2.98 Million
98,798 Added 16.21%
708,182 $20.4 Million
Q1 2024

May 13, 2024
BUY
$27.45 - $30.1 $12.5 Million - $13.7 Million
454,239 Added 292.78%
609,384 $18.3 Million
Q4 2023

Feb 13, 2024
BUY
$23.61 - $29.53 $393,460 - $492,117
16,665 Added 12.03%
155,145 $4.52 Million
Q3 2023

Nov 13, 2023
SELL
$24.97 - $27.69 $192,643 - $213,628
-7,715 Reduced 5.28%
138,480 $3.51 Million
Q2 2023

Aug 04, 2023
BUY
$23.17 - $25.7 $1.19 Million - $1.31 Million
51,148 Added 53.81%
146,195 $3.76 Million
Q1 2023

May 11, 2023
BUY
$23.74 - $28.31 $1.12 Million - $1.33 Million
47,146 Added 98.42%
95,047 $2.37 Million
Q4 2022

Feb 07, 2023
BUY
$22.47 - $26.46 $14,066 - $16,563
626 Added 1.32%
47,901 $1.19 Million
Q3 2022

Nov 10, 2022
BUY
$21.77 - $26.17 $53,053 - $63,776
2,437 Added 5.44%
47,275 $1.03 Million
Q2 2022

Aug 03, 2022
BUY
$22.18 - $26.16 $994,506 - $1.17 Million
44,838 New
44,838 $1.01 Million

Others Institutions Holding DFSV

# of Institutions
339
Shares Held
95.1M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email