Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Envision Financial Planning, LLC

$190 Billion
Q3 2024

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envision Financial Planning, LLC holds 5,954 shares of DFNM stock, worth $286,268. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,954

Previous 5,878 1.29%

Holding current value

$286,268

Previous $281 Million 2.92%

% of portfolio

0.15%

Previous 0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$47.7 - $48.54 $3,625 - $3,689	76 Added 1.29%	5,954 $289 Million
Q2 2024 Jul 30, 2024	BUY	$47.4 - $48.0 $426 - $432	9 Added 0.15%	5,878 $281 Million
Q1 2024 Apr 30, 2024	BUY	$48.08 - $48.49 $27,934 - $28,172	581 Added 10.99%	5,869 $282 Million
Q4 2023 Jan 23, 2024	SELL	$46.17 - $48.51 $215,290 - $226,202	-4,663 Reduced 46.86%	5,288 $257 Million
Q3 2023 Nov 02, 2023	BUY	$46.44 - $47.81 $462,124 - $475,757	9,951 New	9,951 $462 Million

Others Institutions Holding DFNM

# of Institutions

187

Shares Held

21.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History