Envision Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Envision Financial Planning, LLC
- $124 Billion
- Q1 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 85,970 shares of DFAS stock, worth $5.14 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
85,970
Previous 80,031
7.42%
Holding current value
$5.14 Million
Previous $4.77 Billion
12.32%
% of portfolio
4.33%
Previous 4.18%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio