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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

ENV holding history

Envestnet, Inc. in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ENV overviewAll 13F holders of ENVFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of ENV by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−640,625−100.0%Sold outHolders
Q3 2024640,625$40.1M<0.1%−398,777−38.4%ReducedHolders
Q2 20241,039,402$65.1M<0.1%+73,751+7.6%AddedHolders
Q1 2024965,651$55.9M<0.1%−6,265−0.6%ReducedHolders
Q4 2023971,916$48.1M<0.1%+6,415+0.7%AddedHolders
Q3 2023965,501$42.5M<0.1%+12,790+1.3%AddedHolders
Q2 2023952,711$56.5M<0.1%+29,042+3.1%AddedHolders
Q1 2023923,669$54.2M<0.1%+127,666+16.0%AddedHolders
Q4 2022796,003$49.1M<0.1%+2,903+0.4%AddedHolders
Q3 2022793,100$35.2M<0.1%+117,244+17.3%AddedHolders
Q2 2022675,856$35.7M<0.1%+26,569+4.1%AddedHolders
Q1 2022649,287$48.3M<0.1%+6,590+1.0%AddedHolders
Q4 2021642,697$51.0M<0.1%+24,240+3.9%AddedHolders
Q3 2021618,457$49.6M<0.1%+31,074+5.3%AddedHolders
Q2 2021587,383$44.6M<0.1%−18,237−3.0%ReducedHolders
Q1 2021605,620$43.7M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.