Envestnet Asset Management Inc Dimensional ETF Tr Short Durat Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
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 1,477,213 shares of DFSD stock, worth $70.8 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,477,213
Previous 1,403,944
5.22%
Holding current value
$70.8 Million
Previous $65.8 Million
6.66%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
70.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio