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Showing 8 of 11 quarters

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

Yes. Envestnet holds 712,638 shares of DFGP, worth $38.8M, as of its Q2 2026 13F filing. It increased the position by 27,495 shares (+4.0%) from Q1 2026. Envestnet has held DFGP since Q4 2023, across 11 quarterly 13F filings.

Current Value

$38.8M

Current Shares

712,638

Total Value Change

+$26.9M

Total Shares Change

+496,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
712,638
+4.0%
$38.8M0.0%$53.63
30
2026-Q1
Increased
685,143
+5.6%
$37M0.0%$52.56
31
2025-Q4
Increased
648,726
+6.7%
$35.1M0.0%$52.64
31
2025-Q3
Increased
607,945
+12.1%
$33.8M0.0%$52.38
32
2025-Q2
Increased
542,202
+59.3%
$29.5M0.0%$51.36
41
2025-Q1
Increased
340,411
+27.7%
$18.2M0.0%$50.33
35
2024-Q4
Increased
266,548
+23.3%
$14.1M0.0%$49.71
34
2024-Q3
Increased
216,150
+2.5%
$11.9M0.0%$50.40
29

Other major holders of DFGP: Beacon Pointe Advisors, LLC, BANK OF AMERICA CORP /DE/

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