Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 66,196 shares of DFIC stock, worth $1.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

66,196

Previous 14,548 355.02%

Holding current value

$1.8 Million

Previous $382,000 387.43%

% of portfolio

0.01%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$25.36 - $28.37 $1.31 Million - $1.47 Million	51,648 Added 355.02%	66,196 $1.86 Million
Q2 2024 Jul 16, 2024	BUY	$25.73 - $27.44 $28,148 - $30,019	1,094 Added 8.13%	14,548 $382,000
Q1 2024 May 06, 2024	SELL	$24.62 - $26.83 $55,468 - $60,447	-2,253 Reduced 14.34%	13,454 $359,000
Q4 2023 Feb 07, 2024	BUY	$22.18 - $25.58 $40,500 - $46,709	1,826 Added 13.15%	15,707 $400,000
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $322,733 - $349,384	13,881 New	13,881 $324,000

Others Institutions Holding DFIC

# of Institutions

353

Shares Held

230M

Call Options Held

900

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History