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DFIV
Showing 8 of 19 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 4.2M shares of DFIV (DIMENSIONAL ETF TRUST), worth $221M as of 2026-Q1. The position was increased (+10.8% shares). DFIV represents 0.1% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$221M

Current Shares

4.2M

Total Value Change

-$305.8M

Total Shares Change

-10.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.2M
+10.8%
$221M0.1%$53.50
34
2025-Q4
Decreased
3.8M
-16.9%
$188.7M0.1%$50.10
0
2025-Q3
Decreased
4.5M
-78.5%
$209.7M0.1%$45.75
0
2025-Q2
Increased
21.1M
+5.5%
$905M0.3%$42.28
40
2025-Q1
Decreased
20M
-2.1%
$788.2M0.3%$38.53
0
2024-Q4
Increased
20.5M
+8.0%
$725.9M0.2%$34.26
41
2024-Q3
Increased
18.9M
+29.3%
$721.4M0.2%$36.62
48
2024-Q2
Increased
14.7M
+14.3%
$526.8M0.2%$34.22
43

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

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