Envision Financial Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Envision Financial Planning, LLC
- $236 Billion
- Q3 2025
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Envision Financial Planning, LLC holds 29,651 shares of DEHP stock, worth $944,680. This represents 0.38% of its overall portfolio holdings.
Number of Shares
29,651
Previous 29,651
-0.0%
Holding current value
$944,680
Previous $830 Million
9.08%
% of portfolio
0.38%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding DEHP
# of Institutions
97Shares Held
5.77MCall Options Held
0Put Options Held
0-
Unison Advisors LLC895KShares$28.5 Million3.15% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA374KShares$11.9 Million0.1% of portfolio
-
Rfg Advisory, LLC Birmingham, AL288KShares$9.18 Million0.33% of portfolio
-
Von Borstel & Associates, Inc. The Dalles, OR268KShares$8.55 Million1.33% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA236KShares$7.53 Million1.04% of portfolio