Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 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 25,086 shares of DFIC stock, worth $671,803. This represents 0.5% of its overall portfolio holdings.

Number of Shares
25,086
Previous 22,182 13.09%
Holding current value
$671,803
Previous $593 Million 11.15%
% of portfolio
0.5%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
348
Shares Held
225M
Call Options Held
900
Put Options Held
0
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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