Envestnet Asset Management Inc Dimensional ETF Tr Us Marketwi Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Envestnet Asset Management Inc holds 24,008,758 shares of DFUV stock, worth $943 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
24,008,758
Previous 19,608,985
22.44%
Holding current value
$943 Million
Previous $730 Million
34.54%
% of portfolio
0.37%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$300 Million14.27% of portfolio