Envision Financial Planning, LLC Dimensional ETF Tr Transaction History
Envision Financial Planning, LLC
- $194 Billion
- Q4 2024
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 394,933 shares of DFAI stock, worth $12.6 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
394,933
Previous 373,436
5.76%
Holding current value
$12.6 Million
Previous $11.9 Billion
2.83%
% of portfolio
5.96%
Previous 6.25%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$191 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio