Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 138,127 shares of DFAC stock, worth $4.26 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

138,127

Previous 148,574 7.03%

Holding current value

$4.26 Million

Previous $5.09 Million 6.18%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$33.92 - $36.6 $354,362 - $382,360	-10,447 Reduced 7.03%	138,127 $4.78 Million
Q3 2024 Oct 31, 2024	BUY	$31.05 - $34.29 $2.28 Million - $2.52 Million	73,587 Added 98.13%	148,574 $5.09 Million
Q2 2024 Jul 16, 2024	SELL	$30.09 - $32.37 $211,532 - $227,561	-7,030 Reduced 8.57%	74,987 $2.42 Million
Q1 2024 May 06, 2024	SELL	$28.62 - $31.95 $238,977 - $266,782	-8,350 Reduced 9.24%	82,017 $2.62 Million
Q4 2023 Feb 07, 2024	SELL	$24.91 - $29.38 $57,467 - $67,779	-2,307 Reduced 2.49%	90,367 $2.64 Million
Q3 2023 Nov 13, 2023	BUY	$26.05 - $28.22 $2.41 Million - $2.62 Million	92,674 New	92,674 $2.43 Million

Others Institutions Holding DFAC

# of Institutions

1,065

Shares Held

805M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr U S Core Eq Transaction History