Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 57,935 shares of DFAS stock, worth $3.9 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
57,935
Previous 56,080
3.31%
Holding current value
$3.9 Million
Previous $3.37 Million
11.52%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio