Envestnet Asset Management Inc Dimensional ETF Tr U S Core Eq Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Envestnet Asset Management Inc holds 51,834,629 shares of DFAC stock, worth $1.65 Billion. This represents 0.63% of its overall portfolio holdings.
Number of Shares
51,834,629
Previous 49,555,765
4.6%
Holding current value
$1.65 Billion
Previous $1.45 Billion
14.33%
% of portfolio
0.63%
Previous 0.61%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
836Shares Held
678MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.44 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.26 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.2 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$555 Million0.3% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO12.6MShares$403 Million12.69% of portfolio