Envision Financial Planning, LLC Dimensional ETF Tr Transaction History
Envision Financial Planning, LLC
- $194 Billion
- Q4 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 522,402 shares of DFAU stock, worth $20.3 Million. This represents 10.93% of its overall portfolio holdings.
Number of Shares
522,402
Previous 511,623
2.11%
Holding current value
$20.3 Million
Previous $20.3 Billion
4.17%
% of portfolio
10.93%
Previous 10.69%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.02 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$192 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$141 Million1.81% of portfolio