Envestnet Asset Management Inc DIMENSIONAL ETF TRUST Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Number of Shares
181,941
Previous 152,994 18.92%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2025
BUY
N/A
28,947 Added 18.92%
181,941 $0
Q1 2025

Apr 29, 2025
BUY
N/A
56,759 Added 58.98%
152,994 $0
Q4 2024

Feb 12, 2025
BUY
N/A
32,375 Added 50.7%
96,235 $0
Q3 2024

Nov 06, 2024
BUY
N/A
19,697 Added 44.6%
63,860 $0
Q2 2024

Aug 08, 2024
BUY
N/A
34,306 Added 348.04%
44,163 $0
Q1 2024

May 13, 2024
SELL
N/A
-16,829 Reduced 63.06%
9,857 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-181 Reduced 0.67%
26,686 $0
Q3 2023

Nov 13, 2023
SELL
N/A
-10,981 Reduced 29.01%
26,867 $0
Q2 2023

Aug 04, 2023
BUY
N/A
37,848 New
37,848 $0
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