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

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 115,006 shares of DFSD stock, worth $5.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
115,006
Previous 80,114 43.55%
Holding current value
$5.55 Million
Previous $3.81 Million 45.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 25, 2025
BUY
$47.09 - $48.01 $1.64 Million - $1.68 Million
34,892 Added 43.55%
115,006 $5.52 Million
Q1 2025

Apr 21, 2025
BUY
$46.74 - $47.55 $40,757 - $41,463
872 Added 1.1%
80,114 $3.81 Million
Q4 2024

Feb 10, 2025
SELL
$46.75 - $47.8 $57,455 - $58,746
-1,229 Reduced 1.53%
79,242 $3.71 Million
Q3 2024

Oct 31, 2024
BUY
$47.0 - $47.84 $43,005 - $43,773
915 Added 1.15%
80,471 $3.84 Million
Q2 2024

Jul 16, 2024
BUY
$46.64 - $47.15 $1.5 Million - $1.51 Million
32,105 Added 67.66%
79,556 $3.74 Million
Q1 2024

May 06, 2024
SELL
$46.78 - $47.19 $1,496 - $1,510
-32 Reduced 0.07%
47,451 $2.23 Million
Q4 2023

Feb 07, 2024
BUY
$46.16 - $47.09 $24,187 - $24,675
524 Added 1.12%
47,483 $2.23 Million
Q3 2023

Nov 13, 2023
BUY
$46.24 - $46.65 $2.17 Million - $2.19 Million
46,959 New
46,959 $2.18 Million

Others Institutions Holding DFSD

# of Institutions
370
Shares Held
75.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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