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

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

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 2,931,693 shares of DFIS stock, worth $93.8 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,931,693
Previous 3,903,101 24.89%
Holding current value
$93.8 Million
Previous $101 Million 13.26%
% of portfolio
0.36%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$23.2 - $29.84 $22.5 Million - $29 Million
-971,408 Reduced 24.89%
2,931,693 $87.5 Million
Q1 2025

Apr 21, 2025
BUY
$23.92 - $26.89 $93.4 Million - $105 Million
3,903,101 New
3,903,101 $101 Million

Others Institutions Holding DFIS

# of Institutions
275
Shares Held
85.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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