Envestnet Asset Management Inc Dimensional ETF Tr U S Target Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Envestnet Asset Management Inc holds 2,397,565 shares of DFAT stock, worth $133 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,397,565
Previous 2,716,941
11.75%
Holding current value
$133 Million
Previous $148 Million
15.91%
% of portfolio
0.04%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio