Envision Financial Planning, LLC Dimensional ETF Tr U S Equity Transaction History

Envision Financial Planning, LLC

$236 Billion
Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Envision Financial Planning, LLC holds 157,296 shares of DFUS stock, worth $11.5 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares

157,296

Previous 155,640 1.06%

Holding current value

$11.5 Million

Previous $10.4 Billion 9.24%

% of portfolio

4.83%

Previous 4.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$67.01 - $72.84 $110,968 - $120,623	1,656 Added 1.06%	157,296 $11.4 Billion
Q2 2025 Aug 14, 2025	SELL	$53.65 - $67.02 $80,153 - $100,127	-1,494 Reduced 0.95%	155,640 $10.4 Billion
Q1 2025 May 14, 2025	SELL	$59.61 - $66.71 $457,804 - $512,332	-7,680 Reduced 4.66%	157,134 $9.5 Billion
Q4 2024 Feb 13, 2025	SELL	$61.52 - $66.5 $34,389 - $37,173	-559 Reduced 0.34%	164,814 $10.5 Billion
Q3 2024 Nov 07, 2024	SELL	$56.04 - $62.2 $28,580 - $31,722	-510 Reduced 0.31%	165,373 $10.3 Billion

Q2 2024 Jul 30, 2024	SELL	$53.83 - $59.14 $142,541 - $156,602	-2,648 Reduced 1.57%	165,883 $9.76 Billion
Q1 2024 Apr 30, 2024	SELL	$50.79 - $56.98 $47,996 - $53,846	-945 Reduced 0.56%	168,531 $9.6 Billion
Q4 2023 Jan 23, 2024	SELL	$44.51 - $52.0 $149,598 - $174,772	-3,361 Reduced 1.94%	169,476 $8.78 Billion
Q3 2023 Nov 02, 2023	BUY	$46.29 - $49.87 $8 Million - $8.62 Million	172,837 New	172,837 $8.05 Billion

Others Institutions Holding DFUS

# of Institutions

833

Shares Held

203M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.

Account

Envision Financial Planning, LLC Dimensional ETF Tr U S Equity Transaction History