Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Envision Financial Planning, LLC

$236 Billion
Q3 2025

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 59,316 shares of DFIC stock, worth $1.98 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

59,316

Previous 60,128 1.35%

Holding current value

$1.98 Million

Previous $1.87 Billion 4.04%

% of portfolio

0.82%

Previous 0.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$30.76 - $33.01 $24,977 - $26,804	-812 Reduced 1.35%	59,316 $1.94 Billion
Q2 2025 Aug 14, 2025	BUY	$24.94 - $31.15 $726,701 - $907,648	29,138 Added 94.02%	60,128 $1.87 Billion
Q1 2025 May 14, 2025	BUY	$25.54 - $28.79 $126,371 - $142,452	4,948 Added 19.0%	30,990 $861 Million
Q4 2024 Feb 13, 2025	SELL	$25.61 - $28.0 $39,925 - $43,652	-1,559 Reduced 5.65%	26,042 $673 Million
Q3 2024 Nov 07, 2024	BUY	$25.36 - $28.37 $63,780 - $71,350	2,515 Added 10.03%	27,601 $777 Million

Q2 2024 Jul 30, 2024	BUY	$25.73 - $27.44 $74,719 - $79,685	2,904 Added 13.09%	25,086 $660 Million
Q1 2024 Apr 30, 2024	BUY	$24.62 - $26.83 $72,949 - $79,497	2,963 Added 15.42%	22,182 $593 Million
Q4 2023 Jan 23, 2024	BUY	$22.18 - $25.58 $426,277 - $491,622	19,219 New	19,219 $491 Million

Others Institutions Holding DFIC

# of Institutions

526

Shares Held

282M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History