Envision Financial Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History

Envision Financial Planning, LLC

$190 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$21.86 - $24.25 $197,811 - $219,438	9,049 New	9,049 $219 Million

Others Institutions Holding DEHP

# of Institutions

72

Shares Held

5.28M

Call Options Held

0

Put Options Held

0

Unison Advisors LLC

1.23M
Shares

$30.8 Million
3.99% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

479K
Shares

$12 Million
0.15% of portfolio
Quadcap Wealth Management, LLC Frisco, TX

243K
Shares

$6.09 Million
1.02% of portfolio
Wealthspire Advisors, LLC New York, NY

240K
Shares

$6 Million
0.07% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

222K
Shares

$5.55 Million
0.94% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DEHP
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