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DFATDFAT
Showing 8 of 21 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in DIMENSIONAL ETF TRUST

ENVESTNET ASSET MANAGEMENT INC holds 825,208 shares of DFAT (DIMENSIONAL ETF TRUST), 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%$69.65
35
2026-Q1
Increased
687,802
+12.0%
$43M0.0%$62.02
33
2025-Q4
Increased
614,086
+18.4%
$36.6M0.0%$58.93
34
2025-Q3
Decreased
518,479
-72.6%
$30.2M0.0%$57.38
0
2025-Q2
Decreased
1.9M
-0.6%
$102.2M0.0%$52.94
0
2025-Q1
Decreased
1.9M
-1.9%
$98.2M0.0%$50.29
0
2024-Q4
Decreased
1.9M
-5.6%
$108.1M0.0%$54.19
0
2024-Q3
Decreased
2.1M
-14.2%
$114.5M0.0%$53.97
0

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

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