Envision Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Envision Financial Planning, LLC

  • $124 Billion
  • Q1 2024
Number of Shares
75,387
Previous 63,647 18.45%
Holding current value
$2.26 Billion
Previous $1.72 Billion 31.32%
% of portfolio
1.83%
Previous 1.51%

Shares

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