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DFATDFAT
Showing 8 of 21 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in DIMENSIONAL US TARGET VALUE

ENVESTNET ASSET MANAGEMENT INC holds 825,208 shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $57.7M as of 2026-Q2. The position was increased (+20.0% shares). DFAT represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$57.7M

Current Shares

825,208

Total Value Change

-$56.8M

Total Shares Change

-1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
825,208
+20.0%
$57.7M0.0%$69.90
35
2026-Q1
Increased
687,802
+12.0%
$43M0.0%$64.60
33
2025-Q4
Increased
614,086
+18.4%
$36.6M0.0%$60.15
34
2025-Q3
Decreased
518,479
-72.6%
$30.2M0.0%$57.96
0
2025-Q2
Decreased
1.9M
-0.6%
$102.2M0.0%$53.50
0
2025-Q1
Decreased
1.9M
-1.9%
$98.2M0.0%$50.77
0
2024-Q4
Decreased
1.9M
-5.6%
$108.1M0.0%$54.59
0
2024-Q3
Decreased
2.1M
-14.2%
$114.5M0.0%$54.38
0

Other major holders of DFAT: Cerity Partners LLC, Focus Partners Wealth, Creative Planning

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