Envision Financial Planning, LLC Dimensional ETF Tr Dimen Us Su Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Envision Financial Planning, LLC holds 12,229 shares of DFSU stock, worth $0. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,229
Previous 10,957 11.61%
Holding current value
$0
Previous $430 Million 20.76%
% of portfolio
0.22%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
1,272 Added 11.61%
12,229 $519 Million
Q2 2025

Aug 14, 2025
BUY
N/A
27 Added 0.25%
10,957 $430 Million
Q1 2025

May 14, 2025
SELL
N/A
-206 Reduced 1.85%
10,930 $391 Million
Q4 2024

Feb 13, 2025
BUY
N/A
275 Added 2.53%
11,136 $422 Million
Q3 2024

Nov 07, 2024
BUY
N/A
4,615 Added 73.89%
10,861 $404 Million
Q2 2024

Jul 30, 2024
BUY
N/A
6,246 New
6,246 $218 Million

Others Institutions Holding DFSU

# of Institutions
249
Shares Held
30.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN US SU

DFSU Quotes by TradingView
  • Ticker DFSU
More about DFSU
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