Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History
Envestnet Portfolio Solutions, Inc.
- $25.3 Billion
- Q1 2024
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 21,436 shares of DFAX stock, worth $553,048. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,436
Previous 25,701
16.59%
Holding current value
$553,048
Previous $627,000
13.08%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio