Envision Financial Planning, LLC Dimensional ETF Tr U S Equity Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Envision Financial Planning, LLC holds 165,373 shares of DFUS stock, worth $10.9 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
165,373
Previous 165,883 0.31%
Holding current value
$10.9 Million
Previous $9.76 Billion 5.37%
% of portfolio
5.42%
Previous 7.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$56.04 - $62.2 $28,580 - $31,722
-510 Reduced 0.31%
165,373 $10.3 Billion
Q2 2024

Jul 30, 2024
SELL
$53.83 - $59.14 $142,541 - $156,602
-2,648 Reduced 1.57%
165,883 $9.76 Billion
Q1 2024

Apr 30, 2024
SELL
$50.79 - $56.98 $47,996 - $53,846
-945 Reduced 0.56%
168,531 $9.6 Billion
Q4 2023

Jan 23, 2024
SELL
$44.51 - $52.0 $149,598 - $174,772
-3,361 Reduced 1.94%
169,476 $8.78 Billion
Q3 2023

Nov 02, 2023
BUY
$46.29 - $49.87 $8 Million - $8.62 Million
172,837 New
172,837 $8.05 Billion

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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