Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envision Financial Planning, LLC holds 370,476 shares of DIHP stock, worth $9.42 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
370,476
Previous 154,922
139.14%
Holding current value
$9.42 Million
Previous $4.08 Billion
151.68%
% of portfolio
5.4%
Previous 3.11%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$571 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$563 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$153 Million3.18% of portfolio