Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Envision Financial Planning, LLC
- $124 Billion
- Q1 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envision Financial Planning, LLC holds 22,182 shares of DFIC stock, worth $585,161. This represents 0.48% of its overall portfolio holdings.
Number of Shares
22,182
Previous 19,219
15.42%
Holding current value
$585,161
Previous $491 Million
20.93%
% of portfolio
0.48%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$566 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$561 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$421 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio