Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 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 26,042 shares of DFIC stock, worth $735,165. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,042
Previous 27,601 5.65%
Holding current value
$735,165
Previous $777 Million 13.34%
% of portfolio
0.35%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$25.61 - $28.0 $39,925 - $43,652
-1,559 Reduced 5.65%
26,042 $673 Million
Q3 2024

Nov 07, 2024
BUY
$25.36 - $28.37 $63,780 - $71,350
2,515 Added 10.03%
27,601 $777 Million
Q2 2024

Jul 30, 2024
BUY
$25.73 - $27.44 $74,719 - $79,685
2,904 Added 13.09%
25,086 $660 Million
Q1 2024

Apr 30, 2024
BUY
$24.62 - $26.83 $72,949 - $79,497
2,963 Added 15.42%
22,182 $593 Million
Q4 2023

Jan 23, 2024
BUY
$22.18 - $25.58 $426,277 - $491,622
19,219 New
19,219 $491 Million

Others Institutions Holding DFIC

# of Institutions
441
Shares Held
2.29B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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