Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 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 106,383 shares of DFIV stock, worth $3.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
106,383
Previous 105,839 0.51%
Holding current value
$3.98 Million
Previous $3.8 Million 6.52%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$34.66 - $38.38 $18,855 - $20,878
544 Added 0.51%
106,383 $4.05 Million
Q2 2024

Jul 16, 2024
SELL
$35.5 - $38.02 $29,500 - $31,594
-831 Reduced 0.78%
105,839 $3.8 Million
Q1 2024

May 06, 2024
SELL
$33.15 - $36.75 $302,162 - $334,976
-9,115 Reduced 7.87%
106,670 $3.92 Million
Q4 2023

Feb 07, 2024
SELL
$30.86 - $34.46 $292,768 - $326,922
-9,487 Reduced 7.57%
115,785 $3.98 Million
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $4.02 Million - $4.31 Million
125,272 New
125,272 $4.09 Million

Others Institutions Holding DFIV

# of Institutions
541
Shares Held
190M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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