Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 14,115 shares of DFAU stock, worth $606,521. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,115

Previous 14,143 0.2%

Holding current value

$606,521

Previous $572,000 5.24%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$37.84 - $42.29 $1,059 - $1,184	-28 Reduced 0.2%	14,115 $542,000
Q4 2024 Feb 10, 2025	SELL	$39.27 - $42.38 $628 - $678	-16 Reduced 0.11%	14,143 $572,000
Q3 2024 Oct 31, 2024	SELL	$35.8 - $39.69 $17,864 - $19,805	-499 Reduced 3.4%	14,159 $561,000
Q2 2024 Jul 16, 2024	SELL	$34.53 - $37.67 $10,082 - $10,999	-292 Reduced 1.95%	14,658 $549,000
Q1 2024 May 06, 2024	BUY	$32.59 - $36.54 $15,675 - $17,575	481 Added 3.32%	14,950 $546,000
Q4 2023 Feb 07, 2024	BUY	$28.58 - $33.37 $943 - $1,101	33 Added 0.23%	14,469 $481,000
Q3 2023 Nov 13, 2023	BUY	$29.79 - $32.13 $430,048 - $463,828	14,436 New	14,436 $432,000

Others Institutions Holding DFAU

# of Institutions

505

Shares Held

134M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History