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 373,436 shares of DFAI stock, worth $11.1 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares
373,436
Previous 326,111 14.51%
Holding current value
$11.1 Million
Previous $9.68 Billion 22.66%
% of portfolio
6.25%
Previous 7.39%

Shares

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

Nov 07, 2024
BUY
$28.69 - $32.06 $1.36 Million - $1.52 Million
47,325 Added 14.51%
373,436 $11.9 Billion
Q2 2024

Jul 30, 2024
BUY
$28.93 - $30.91 $412,975 - $441,240
14,275 Added 4.58%
326,111 $9.68 Billion
Q1 2024

Apr 30, 2024
BUY
$27.74 - $30.27 $322,838 - $352,282
11,638 Added 3.88%
311,836 $9.42 Billion
Q4 2023

Jan 23, 2024
SELL
$24.88 - $28.69 $131,565 - $151,712
-5,288 Reduced 1.73%
300,198 $8.6 Billion
Q3 2023

Nov 02, 2023
BUY
$26.0 - $28.17 $7.94 Million - $8.61 Million
305,486 New
305,486 $7.98 Billion

Others Institutions Holding DFAI

# of Institutions
538
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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