Envision Financial Planning, LLC Dimensional ETF Tr Transaction History
Envision Financial Planning, LLC
- $124 Billion
- Q1 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 430,889 shares of DFAU stock, worth $16.3 Million. This represents 12.71% of its overall portfolio holdings.
Number of Shares
430,889
Previous 420,605
2.45%
Holding current value
$16.3 Million
Previous $14 Billion
12.58%
% of portfolio
12.71%
Previous 12.25%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio