Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 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 1,700,898 shares of DFIS stock, worth $51.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,700,898
Previous 1,649,029 3.15%
Holding current value
$51.6 Million
Previous $40.5 Million 8.52%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$23.92 - $26.89 $1.24 Million - $1.39 Million
51,869 Added 3.15%
1,700,898 $44 Million
Q4 2024

Feb 12, 2025
BUY
$24.25 - $26.7 $2.55 Million - $2.81 Million
105,130 Added 6.81%
1,649,029 $40.5 Million
Q3 2024

Nov 06, 2024
BUY
$24.06 - $26.97 $1.95 Million - $2.19 Million
81,223 Added 5.55%
1,543,899 $41.4 Million
Q2 2024

Aug 08, 2024
BUY
$24.08 - $25.86 $1.49 Million - $1.6 Million
61,855 Added 4.42%
1,462,676 $36 Million
Q1 2024

May 13, 2024
BUY
$23.13 - $25.1 $1 Million - $1.09 Million
43,335 Added 3.19%
1,400,821 $35.1 Million
Q4 2023

Feb 13, 2024
BUY
$20.55 - $24.23 $950,581 - $1.12 Million
46,257 Added 3.53%
1,357,486 $32.8 Million
Q3 2023

Nov 13, 2023
BUY
$21.81 - $23.89 $5.09 Million - $5.57 Million
233,246 Added 21.64%
1,311,229 $28.8 Million
Q2 2023

Aug 04, 2023
BUY
$22.26 - $23.55 $2.21 Million - $2.34 Million
99,476 Added 10.17%
1,077,983 $24.6 Million
Q1 2023

May 11, 2023
BUY
$21.65 - $23.87 $1.45 Million - $1.6 Million
67,126 Added 7.37%
978,507 $22.5 Million
Q4 2022

Feb 07, 2023
BUY
$18.29 - $22.14 $10.6 Million - $12.8 Million
578,207 Added 173.55%
911,381 $19.6 Million
Q3 2022

Nov 10, 2022
BUY
$18.33 - $22.66 $6.11 Million - $7.55 Million
333,174 New
333,174 $6.16 Million

Others Institutions Holding DFIS

# of Institutions
259
Shares Held
86.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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