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Dimensional Etf Trust shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 94k 25.64
2024-06-30 $1.8M 83k 22.10
2024-03-31 $1.6M 70k 22.37
2023-09-30 $1.1M 57k 19.52
2023-06-30 $1.6M 77k 21.52
2023-03-31 $1.1M 50k 21.49
2022-12-31 $949k 45k 21.15

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Dimensional Etf Trust

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Moisand Fitzgerald Tamayo
Rather & Kittrell
Great Oak Capital Partners
Root Financial Partners
Brown Financial Advisory
Bridgewater Advisors
BKD Wealth Advisors
Burns Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust