Envision Financial Planning, LLC Dimensional ETF Tr Transaction History

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 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 326,111 shares of DFAI stock, worth $9.84 Million. This represents 7.39% of its overall portfolio holdings.

Number of Shares
326,111
Previous 311,836 4.58%
Holding current value
$9.84 Million
Previous $9.42 Billion 2.67%
% of portfolio
7.39%
Previous 7.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
526
Shares Held
163M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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