Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Envision Financial Planning, LLC
- $131 Billion
- Q2 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envision Financial Planning, LLC holds 25,086 shares of DFIC stock, worth $670,799. This represents 0.5% of its overall portfolio holdings.
Number of Shares
25,086
Previous 22,182
13.09%
Holding current value
$670,799
Previous $593 Million
11.15%
% of portfolio
0.5%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$636 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$624 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio