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

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

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 141,515 shares of DFAS stock, worth $9.24 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares
141,515
Previous 92,022 53.78%
Holding current value
$9.24 Million
Previous $5.53 Billion 66.02%
% of portfolio
4.83%
Previous 4.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
689
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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