Envision Financial Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$63.3 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.2 Million0.04% of portfolio
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Ritholtz Wealth Management965KShares$25.6 Million0.84% of portfolio
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True Wealth Design, LLC Akron, OH786KShares$20.9 Million8.74% of portfolio
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Marquette Asset Management, LLC637KShares$16.9 Million2.88% of portfolio