Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Envision Financial Planning, LLC

$214 Billion
Q2 2025

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 60,128 shares of DFIC stock, worth $1.99 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

60,128

Previous 30,990 94.02%

Holding current value

$1.99 Million

Previous $861 Million 117.22%

% of portfolio

0.87%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.94 - $31.15 $726,701 - $907,648	29,138 Added 94.02%	60,128 $1.87 Billion
Q1 2025 May 14, 2025	BUY	$25.54 - $28.79 $126,371 - $142,452	4,948 Added 19.0%	30,990 $861 Million
Q4 2024 Feb 13, 2025	SELL	$25.61 - $28.0 $39,925 - $43,652	-1,559 Reduced 5.65%	26,042 $673 Million
Q3 2024 Nov 07, 2024	BUY	$25.36 - $28.37 $63,780 - $71,350	2,515 Added 10.03%	27,601 $777 Million
Q2 2024 Jul 30, 2024	BUY	$25.73 - $27.44 $74,719 - $79,685	2,904 Added 13.09%	25,086 $660 Million
Q1 2024 Apr 30, 2024	BUY	$24.62 - $26.83 $72,949 - $79,497	2,963 Added 15.42%	22,182 $593 Million
Q4 2023 Jan 23, 2024	BUY	$22.18 - $25.58 $426,277 - $491,622	19,219 New	19,219 $491 Million

Others Institutions Holding DFIC

# of Institutions

512

Shares Held

297M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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 Dimensional Transaction History