Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 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 148,574 shares of DFAC stock, worth $5.17 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
148,574
Previous 74,987
98.13%
Holding current value
$5.17 Million
Previous $2.42 Million
110.76%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio