Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Envision Financial Planning, LLC

  • $124 Billion
  • Q1 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 131,931 shares of DUHP stock, worth $4.23 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
131,931
Previous 114,069 15.66%
Holding current value
$4.23 Million
Previous $3.26 Billion 27.79%
% of portfolio
3.37%
Previous 2.86%

Shares

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

Apr 30, 2024
BUY
$28.16 - $31.61 $502,993 - $564,617
17,862 Added 15.66%
131,931 $4.17 Billion
Q4 2023

Jan 23, 2024
BUY
$24.79 - $28.64 $488,139 - $563,950
19,691 Added 20.86%
114,069 $3.26 Billion
Q3 2023

Nov 02, 2023
BUY
$25.64 - $27.32 $2.42 Million - $2.58 Million
94,378 New
94,378 $2.42 Billion

Others Institutions Holding DUHP

# of Institutions
267
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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