Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.7 Billion
- Q1 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 38,208 shares of DFCF stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
38,208
Previous 37,288
2.47%
Holding current value
$1.6 Million
Previous $1.54 Million
4.22%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
121MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio