Envision Financial Planning, LLC Dimensional ETF Tr Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 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 477,680 shares of DFAE stock, worth $12.2 Million. This represents 6.89% of its overall portfolio holdings.

Number of Shares
477,680
Previous 428,370 11.51%
Holding current value
$12.2 Million
Previous $11.1 Billion 18.15%
% of portfolio
6.89%
Previous 8.46%

Shares

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

Nov 07, 2024
BUY
$24.46 - $27.82 $1.21 Million - $1.37 Million
49,310 Added 11.51%
477,680 $13.1 Billion
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
474
Shares Held
141M
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
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email