Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History

Envestnet Asset Management Inc

$263 Billion
Q1 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 329,235 shares of DISV stock, worth $9.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

329,235

Previous 134,676 144.46%

Holding current value

$9.08 Million

Previous $3.47 Million 157.73%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$24.73 - $27.24 $4.81 Million - $5.3 Million	194,559 Added 144.46%	329,235 $8.95 Million
Q4 2023 Feb 13, 2024	BUY	$22.43 - $25.87 $304,756 - $351,495	13,587 Added 11.22%	134,676 $3.47 Million
Q3 2023 Nov 13, 2023	SELL	$23.27 - $25.13 $8,191 - $8,845	-352 Reduced 0.29%	121,089 $2.88 Million
Q2 2023 Aug 04, 2023	BUY	$23.01 - $24.6 $904,868 - $967,395	39,325 Added 47.89%	121,441 $2.87 Million
Q1 2023 May 11, 2023	BUY	$22.4 - $24.75 $849,788 - $938,940	37,937 Added 85.87%	82,116 $1.95 Million

Q4 2022 Feb 07, 2023	BUY	$20.21 - $22.54 $892,857 - $995,794	44,179 New	44,179 $981,000

Others Institutions Holding DISV

# of Institutions

247

Shares Held

53.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History