Envestnet Asset Management Inc DIMENSIONAL ETF TRUST Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Number of Shares
542,202
Previous 340,411 59.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
201,791 Added 59.28%
542,202 $0
Q1 2025

Apr 29, 2025
BUY
N/A
73,863 Added 27.71%
340,411 $0
Q4 2024

Feb 12, 2025
BUY
N/A
50,398 Added 23.32%
266,548 $0
Q3 2024

Nov 06, 2024
BUY
N/A
5,264 Added 2.5%
216,150 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-161,699 Reduced 43.4%
210,886 $0
Q1 2024

May 13, 2024
BUY
N/A
168,881 Added 82.91%
372,585 $0
Q4 2023

Feb 13, 2024
BUY
N/A
203,704 New
203,704 $0
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