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%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$61.52 - $66.5 $34,389 - $37,173	-559 Reduced 0.34%	164,814 $10.5 Billion
Q3 2024 Nov 07, 2024	SELL	$56.04 - $62.2 $28,580 - $31,722	-510 Reduced 0.31%	165,373 $10.3 Billion
Q2 2024 Jul 30, 2024	SELL	$53.83 - $59.14 $142,541 - $156,602	-2,648 Reduced 1.57%	165,883 $9.76 Billion
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

# of Institutions

724

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Envision Financial Planning, LLC Dimensional ETF Tr U S Equity Transaction History