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DFIS
5 quarters

Position history for Envestnet Portfolio Solutions, Inc.'s holdings in DIMENSIONAL ETF TRUST

Envestnet Portfolio Solutions, Inc. holds 3.3M shares of DFIS (DIMENSIONAL ETF TRUST), worth $111.1M as of 2026-Q1. The position was decreased (-7.6% shares). DFIS represents 0.6% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$111.1M

Current Shares

3.3M

Total Value Change

+$10.3M

Total Shares Change

-602,917

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.3M
-7.6%
$111.1M0.6%$35.29
0
2025-Q4
Increased
3.6M
+1.3%
$117.6M0.4%$33.07
36
2025-Q3
Increased
3.5M
+20.3%
$111.5M0.4%$31.42
43
2025-Q2
Decreased
2.9M
-24.9%
$87.5M0.3%$29.47
0
2025-Q1
New
3.9M
-
$100.9M0.4%$25.59
50

Other major holders of DFIS: JONES FINANCIAL COMPANIES LLLP

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