Envision Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024
Number of Shares
96,377
Previous 80,531 19.68%
Holding current value
$2.97 Billion
Previous $2.33 Billion 27.54%
% of portfolio
1.56%
Previous 1.78%

Shares

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

Nov 07, 2024
BUY
N/A
15,846 Added 19.68%
96,377 $2.97 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
5,144 Added 6.82%
80,531 $2.33 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
11,740 Added 18.45%
75,387 $2.26 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
5,472 Added 9.41%
63,647 $1.72 Billion
Q3 2023

Nov 02, 2023
BUY
N/A
58,175 New
58,175 $1.44 Billion
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