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

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 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 80,471 shares of DFSD stock, worth $3.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
80,471
Previous 79,556 1.15%
Holding current value
$3.8 Million
Previous $3.74 Million 2.73%
% 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
$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
292
Shares Held
54.8M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email