Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Short Durat Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
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 79,556 shares of DFSD stock, worth $3.8 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
79,556
Previous 47,451
67.66%
Holding current value
$3.8 Million
Previous $2.23 Million
67.52%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio