Envestnet Asset Management Inc Dimensional ETF Tr U S Equity Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Envestnet Asset Management Inc holds 4,204,542 shares of DFUS stock, worth $247 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,204,542
Previous 4,234,056
0.7%
Holding current value
$247 Million
Previous $219 Million
9.17%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$451 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ2.75MShares$162 Million18.47% of portfolio