Envision Financial Planning, LLC Incresed Positions in Q2 2024

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
20.4K
+ 4.99%
$24.03 - $26.3 $490K - $536K
428K $11.1B
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.6K
+ 16.38%
$29.72 - $32.4 $642K - $700K
154K $4.91B
DFAU
Dimensional ETF Tr

ETFs
8.76K
+ 2.03%
$34.53 - $37.67 $302K - $330K
440K $16.5B
DIHP
Dimensional ETF Tr Dimensional

ETFs
26.8K
+ 20.96%
$25.66 - $27.34 $689K - $734K
155K $4.08B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
33.4K
+ 5.54%
$19.84 - $20.44 $662K - $682K
636K $12.9B
Ishares Tr
22.3K
+ 3.88%
N/A
598K $15.1B
Invesco Exch Trd Slf Idx Fd
15.4K
+ 10.6%
N/A
160K $4.04B
Invesco Exch Trd Slf Idx Fd
14K
+ 13.36%
N/A
118K $3.07B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16.9K
+ 3.85%
$22.29 - $22.77 $378K - $386K
457K $10.4B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
16.6K
+ 9.04%
$20.7 - $21.24 $344K - $353K
201K $4.2B
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.3K
+ 8.13%
$24.81 - $25.19 $255K - $258K
137K $3.42B
BSMU
Invesco Exchange Self Ind Tr

ETFs
12.8K
+ 7.22%
$21.53 - $22.05 $275K - $282K
190K $4.14B
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.05K
+ 7.04%
$57.42 - $62.37 $348K - $377K
92K $5.53B
IBMP
Ishares Tr Ibonds December 202

ETFs
6.18K
+ 9.55%
$24.83 - $25.08 $153K - $155K
70.8K $1.77B
Dimensional ETF Trust
5.14K
+ 6.82%
N/A
80.5K $2.33B
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.9K
+ 13.09%
$25.73 - $27.44 $74.7K - $79.7K
25.1K $660M
XLV
Select Sector Spdr Fund Health

ETFs
607
+ 3.87%
$138.43 - $147.09 $84K - $89.3K
16.3K $2.37B
CGDV
Capital Group Divid Value ETF

ETFs
29
+ 0.3%
$31.1 - $33.37 $902 - $968
9.59K $316M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
81
+ 0.74%
$23.48 - $23.77 $1.9K - $1.93K
11K $262M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9
+ 0.15%
$47.4 - $48.0 $427 - $432
5.88K $281M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.06%
$123.8 - $132.96 $124 - $133
1.68K $208M
NUE
Nucor Corp

Basic Materials
514
+ 16.2%
$151.48 - $200.97 $77.9K - $103K
3.69K $583M
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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