Envision Financial Planning, LLC Dimensional ETF Tr Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

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 511,623 shares of DFAU stock, worth $20.8 Million. This represents 10.69% of its overall portfolio holdings.

Number of Shares
511,623
Previous 439,647 16.37%
Holding current value
$20.8 Million
Previous $16.5 Billion 23.2%
% of portfolio
10.69%
Previous 12.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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