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Dimensional Etf Trust shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $720k 13k 54.11
2024-06-30 $707k 14k 52.53

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Dimensional Etf Trust

Planning Center
Hill Investment Group Partners
Alpha Financial Advisors
HighTower Advisors
Assetmark
Mattern Wealth Management
Yardley Wealth Management
Vestmark Advisory Solutions
Envestnet Asset Management
PrairieView Partners
Jane Street
Bank of America Corporation
DiNuzzo Private Wealth
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

View all funds holding Dimensional Etf Trust