Envision Financial Planning, LLC Dimensional ETF Tr U S Equity Transaction History
Envision Financial Planning, LLC
- $194 Billion
- Q4 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Envision Financial Planning, LLC holds 164,814 shares of DFUS stock, worth $10.6 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
164,814
Previous 165,373
0.34%
Holding current value
$10.6 Million
Previous $10.3 Billion
2.15%
% of portfolio
5.43%
Previous 5.42%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.7 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$513 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$374 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$309 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$260 Million0.09% of portfolio