Envision Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024
Number of Shares
3,510
Previous 3,394 3.42%
Holding current value
$219 Million
Previous $215 Million 1.81%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
116 Added 3.42%
3,510 $219 Million
Q3 2024

Nov 07, 2024
BUY
N/A
3,394 New
3,394 $215 Million
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