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 10,861 shares of DFSU stock, worth $0. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,861
Previous 6,246 73.89%
Holding current value
$0
Previous $218 Million 85.46%
% of portfolio
0.21%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR DIMEN US SU


  • Ticker DFSU
More about DFSU
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.