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 $20 Million. This represents 9.69% of its overall portfolio holdings.

Number of Shares

494,701

Previous 522,402 5.3%

Holding current value

$20 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

503

Shares Held

133M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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 Transaction History