Envision Financial Planning, LLC Dimensional ETF Tr Transaction History

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 428,370 shares of DFAE stock, worth $11.9 Million. This represents 8.46% of its overall portfolio holdings.

Number of Shares
428,370
Previous 407,999 4.99%
Holding current value
$11.9 Million
Previous $10.1 Billion 9.88%
% of portfolio
8.46%
Previous 8.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$24.03 - $26.3 $489,515 - $535,757
20,371 Added 4.99%
428,370 $11.1 Billion
Q1 2024

Apr 30, 2024
BUY
$22.74 - $24.88 $1.26 Million - $1.38 Million
55,502 Added 15.75%
407,999 $10.1 Billion
Q4 2023

Jan 23, 2024
SELL
$21.63 - $24.11 $303,641 - $338,456
-14,038 Reduced 3.83%
352,497 $8.5 Billion
Q3 2023

Nov 02, 2023
BUY
$22.43 - $24.83 $8.22 Million - $9.1 Million
366,535 New
366,535 $8.27 Billion

Others Institutions Holding DFAE

# of Institutions
453
Shares Held
127M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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