Envision Financial Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Envision Financial Planning, LLC
- $131 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding DFEV
# of Institutions
150Shares Held
16.7MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.29MShares$61.6 Million4.42% of portfolio
-
Ritholtz Wealth Management932KShares$25.1 Million0.85% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$20.6 Million5.21% of portfolio
-
Marquette Asset Management, LLC631KShares$17 Million2.96% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$16 Million0.2% of portfolio