Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
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 28,762,442 shares of DFIC stock, worth $924 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
28,762,442
Previous 27,533,206
4.46%
Holding current value
$924 Million
Previous $765 Million
16.95%
% of portfolio
0.27%
Previous 0.26%
Shares
13 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
296MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio
-
Kestra Investment Management, LLC Austin, TX4.73MShares$152 Million4.12% of portfolio