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%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$29.0 - $31.6 $623,413 - $679,305	21,497 Added 5.76%	394,933 $11.5 Billion
Q3 2024 Nov 07, 2024	BUY	$28.69 - $32.06 $1.36 Million - $1.52 Million	47,325 Added 14.51%	373,436 $11.9 Billion
Q2 2024 Jul 30, 2024	BUY	$28.93 - $30.91 $412,975 - $441,240	14,275 Added 4.58%	326,111 $9.68 Billion
Q1 2024 Apr 30, 2024	BUY	$27.74 - $30.27 $322,838 - $352,282	11,638 Added 3.88%	311,836 $9.42 Billion
Q4 2023 Jan 23, 2024	SELL	$24.88 - $28.69 $131,565 - $151,712	-5,288 Reduced 1.73%	300,198 $8.6 Billion
Q3 2023 Nov 02, 2023	BUY	$26.0 - $28.17 $7.94 Million - $8.61 Million	305,486 New	305,486 $7.98 Billion

Others Institutions Holding DFAI

# of Institutions

608

Shares Held

230M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Envision Financial Planning, LLC Dimensional ETF Tr Transaction History