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DV shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of DV (DV) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in DV

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in DV by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 42k 35.16
2023-12-31 $1.1M 29k 36.78

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding DV

Providence Equity Partners
Vanguard Group
Congress Asset Management
Bank of New York Mellon
Geneva Capital Management
Wellington Management Company
Riverbrige Partners
Van Berkom & Associates
Zevenbergen Capital Investments
Principal Financial Group
Eventide Asset Management
Chicago Capital
Massachusetts Financial Services
Dimensional Fund Advisors
Norges Bank Investment Management

View all funds holding DV