Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
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 1,649,029 shares of DFIS stock, worth $42.6 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,649,029
Previous 1,543,899
6.81%
Holding current value
$42.6 Million
Previous $41.4 Million
2.23%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
85.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$457 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$321 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$276 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.6 Million0.14% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$97.9 Million1.68% of portfolio