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

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 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 3,525,606 shares of DFIS stock, worth $111 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
3,525,606
Previous 2,931,693 20.26%
Holding current value
$111 Million
Previous $87.5 Million 27.47%
% of portfolio
0.47%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$29.65 - $31.77 $17.6 Million - $18.9 Million
593,913 Added 20.26%
3,525,606 $112 Million
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
287
Shares Held
114M
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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