Envision Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Envision Financial Planning, LLC

$196 Billion
Q1 2025

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Envision Financial Planning, LLC holds 146,150 shares of DFAS stock, worth $8.96 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares

146,150

Previous 142,264 2.73%

Holding current value

$8.96 Million

Previous $9.26 Billion 5.68%

% of portfolio

4.45%

Previous 4.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$58.81 - $68.2 $228,535 - $265,025	3,886 Added 2.73%	146,150 $8.73 Billion
Q4 2024 Feb 13, 2025	BUY	$63.58 - $71.15 $47,621 - $53,291	749 Added 0.53%	142,264 $9.26 Billion
Q3 2024 Nov 07, 2024	BUY	$59.25 - $65.33 $2.93 Million - $3.23 Million	49,493 Added 53.78%	141,515 $9.18 Billion
Q2 2024 Jul 30, 2024	BUY	$57.42 - $62.37 $347,505 - $377,463	6,052 Added 7.04%	92,022 $5.53 Billion
Q1 2024 Apr 30, 2024	BUY	$56.66 - $62.34 $336,503 - $370,237	5,939 Added 7.42%	85,970 $5.36 Billion
Q4 2023 Jan 23, 2024	BUY	$48.83 - $60.51 $223,739 - $277,256	4,582 Added 6.07%	80,031 $4.77 Billion
Q3 2023 Nov 02, 2023	BUY	$51.84 - $57.67 $3.91 Million - $4.35 Million	75,449 New	75,449 $3.96 Billion

Others Institutions Holding DFAS

# of Institutions

820

Shares Held

126M

Call Options Held

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

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.

Account

Envision Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History