Envision Financial Planning, LLC Dimensional ETF Tr Transaction History

Envision Financial Planning, LLC

$196 Billion
Q1 2025

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 501,578 shares of DFAE stock, worth $15.2 Million. This represents 6.62% of its overall portfolio holdings.

Number of Shares

501,578

Previous 486,813 3.03%

Holding current value

$15.2 Million

Previous $12.4 Billion 5.14%

% of portfolio

6.62%

Previous 6.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$24.64 - $26.86 $363,809 - $396,587	14,765 Added 3.03%	501,578 $13 Billion
Q4 2024 Feb 13, 2025	BUY	$25.36 - $28.15 $231,612 - $257,093	9,133 Added 1.91%	486,813 $12.4 Billion
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

600

Shares Held

181M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Envision Financial Planning, LLC Dimensional ETF Tr Transaction History