Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 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 27,601 shares of DFIC stock, worth $708,241. This represents 0.41% of its overall portfolio holdings.

Number of Shares
27,601
Previous 25,086 10.03%
Holding current value
$708,241
Previous $660 Million 17.77%
% of portfolio
0.41%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
364
Shares Held
234M
Call Options Held
0
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
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email