Envision Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Envision Financial Planning, LLC

90,391

Previous 86,284 4.76%

$2.97 Billion

Previous $2.68 Billion 11.11%

1.26%

Previous 1.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	N/A	4,107 Added 4.76%	90,391 $2.97 Billion
Q2 2025 Aug 14, 2025	SELL	N/A	-11,614 Reduced 11.86%	86,284 $2.68 Billion
Q1 2025 May 14, 2025	BUY	N/A	1,757 Added 1.83%	97,898 $2.99 Billion
Q4 2024 Feb 13, 2025	SELL	N/A	-236 Reduced 0.24%	96,141 $2.89 Billion
Q3 2024 Nov 07, 2024	BUY	N/A	15,846 Added 19.68%	96,377 $2.97 Billion

Q2 2024 Jul 30, 2024	BUY	N/A	5,144 Added 6.82%	80,531 $2.33 Billion
Q1 2024 Apr 30, 2024	BUY	N/A	11,740 Added 18.45%	75,387 $2.26 Billion
Q4 2023 Jan 23, 2024	BUY	N/A	5,472 Added 9.41%	63,647 $1.72 Billion
Q3 2023 Nov 02, 2023	BUY	N/A	58,175 New	58,175 $1.44 Billion

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