Envestnet Asset Management Inc Dimensional ETF Tr Short Durat Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,254,049 shares of DFSD stock, worth $59.9 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,254,049
Previous 1,058,132
18.52%
Holding current value
$59.9 Million
Previous $49.8 Million
18.42%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio