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
Quarter Operation Price Per share shares change shares Held SEC Form
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
326
Shares Held
197M
Call Options Held
100
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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