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 168,531 shares of DFUS stock, worth $10 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares
168,531
Previous 169,476 0.56%
Holding current value
$10 Million
Previous $8.78 Billion 9.32%
% of portfolio
7.75%
Previous 7.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$50.79 - $56.98 $47,996 - $53,846
-945 Reduced 0.56%
168,531 $9.6 Billion
Q4 2023

Jan 23, 2024

SELL
$44.51 - $52.0 $149,598 - $174,772
-3,361 Reduced 1.94%
169,476 $8.78 Billion
Q3 2023

Nov 02, 2023

BUY
$46.29 - $49.87 $8 Million - $8.62 Million
172,837 New
172,837 $8.05 Billion

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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.