Envision Financial Planning, LLC Dimensional ETF Tr Transaction History

Envision Financial Planning, LLC

$236 Billion
Q3 2025

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 476,250 shares of DFAE stock, worth $15.5 Million. This represents 6.37% of its overall portfolio holdings.

Number of Shares

476,250

Previous 471,205 1.07%

Holding current value

$15.5 Million

Previous $13.6 Billion 10.08%

% of portfolio

6.37%

Previous 6.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.84 - $31.84 $145,497 - $160,632	5,045 Added 1.07%	476,250 $15 Billion
Q2 2025 Aug 14, 2025	SELL	$22.87 - $28.95 $694,630 - $879,298	-30,373 Reduced 6.06%	471,205 $13.6 Billion
Q1 2025 May 14, 2025	BUY	$24.64 - $26.86 $363,809 - $396,587	14,765 Added 3.03%	501,578 $13 Billion
Q4 2024 Feb 13, 2025	BUY	$25.36 - $28.15 $231,612 - $257,093	9,133 Added 1.91%	486,813 $12.4 Billion
Q3 2024 Nov 07, 2024	BUY	$24.46 - $27.82 $1.21 Million - $1.37 Million	49,310 Added 11.51%	477,680 $13.1 Billion

Q2 2024 Jul 30, 2024	BUY	$24.03 - $26.3 $489,515 - $535,757	20,371 Added 4.99%	428,370 $11.1 Billion
Q1 2024 Apr 30, 2024	BUY	$22.74 - $24.88 $1.26 Million - $1.38 Million	55,502 Added 15.75%	407,999 $10.1 Billion
Q4 2023 Jan 23, 2024	SELL	$21.63 - $24.11 $303,641 - $338,456	-14,038 Reduced 3.83%	352,497 $8.5 Billion
Q3 2023 Nov 02, 2023	BUY	$22.43 - $24.83 $8.22 Million - $9.1 Million	366,535 New	366,535 $8.27 Billion

Others Institutions Holding DFAE

# of Institutions

635

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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 Transaction History