Envision Financial Planning, LLC Dimensional ETF Tr Transaction History

Envision Financial Planning, LLC

$196 Billion
Q1 2025

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 494,701 shares of DFAU stock, worth $21.9 Million. This represents 9.69% of its overall portfolio holdings.

Number of Shares

494,701

Previous 522,402 5.3%

Holding current value

$21.9 Million

Previous $21.2 Billion 10.1%

% of portfolio

9.69%

Previous 10.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$37.84 - $42.29 $1.05 Million - $1.17 Million	-27,701 Reduced 5.3%	494,701 $19 Billion
Q4 2024 Feb 13, 2025	BUY	$39.27 - $42.38 $423,291 - $456,814	10,779 Added 2.11%	522,402 $21.2 Billion
Q3 2024 Nov 07, 2024	BUY	$35.8 - $39.69 $2.58 Million - $2.86 Million	71,976 Added 16.37%	511,623 $20.3 Billion
Q2 2024 Jul 30, 2024	BUY	$34.53 - $37.67 $302,413 - $329,913	8,758 Added 2.03%	439,647 $16.5 Billion
Q1 2024 Apr 30, 2024	BUY	$32.59 - $36.54 $335,155 - $375,777	10,284 Added 2.45%	430,889 $15.7 Billion
Q4 2023 Jan 23, 2024	SELL	$28.58 - $33.37 $253,933 - $296,492	-8,885 Reduced 2.07%	420,605 $14 Billion
Q3 2023 Nov 02, 2023	BUY	$29.79 - $32.13 $12.8 Million - $13.8 Million	429,490 New	429,490 $12.9 Billion

Others Institutions Holding DFAU

# of Institutions

531

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Envision Financial Planning, LLC Dimensional ETF Tr Transaction History