Envision Financial Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History

Envision Financial Planning, LLC

$194 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$21.86 - $24.25 $197,811 - $219,438	9,049 New	9,049 $219 Million

Others Institutions Holding DEHP

# of Institutions

81

Shares Held

5.68M

Call Options Held

0

Put Options Held

0

Unison Advisors LLC

1.21M
Shares

$31.6 Million
3.85% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

479K
Shares

$12.5 Million
0.13% of portfolio
Quadcap Wealth Management, LLC Frisco, TX

234K
Shares

$6.11 Million
0.85% of portfolio
Rfg Advisory, LLC Birmingham, AL

233K
Shares

$6.06 Million
0.17% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

225K
Shares

$5.87 Million
0.9% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DEHP
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