Envision Financial Planning, LLC Dimensional ETF Tr U S Equity Transaction History
Envision Financial Planning, LLC
- $124 Billion
- Q1 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 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
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$455 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$356 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$304 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio