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 400,508 shares of DUHP stock, worth $14 Million. This represents 7.18% of its overall portfolio holdings.

Number of Shares
400,508
Previous 153,541 160.85%
Holding current value
$14 Million
Previous $4.91 Billion 177.81%
% of portfolio
7.18%
Previous 3.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$30.74 - $34.07 $7.59 Million - $8.41 Million
246,967 Added 160.85%
400,508 $13.6 Billion
Q2 2024

Jul 30, 2024
BUY
$29.72 - $32.4 $642,249 - $700,164
21,610 Added 16.38%
153,541 $4.91 Billion
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
345
Shares Held
209M
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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