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 $9.44 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares

146,150

Previous 142,264 2.73%

Holding current value

$9.44 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

838

Shares Held

133M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Envision Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History