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 154,922 shares of DIHP stock, worth $4.05 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
154,922
Previous 128,079
20.96%
Holding current value
$4.05 Million
Previous $3.45 Billion
18.17%
% of portfolio
3.11%
Previous 2.79%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
198Shares Held
93.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$458 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$454 Million1.16% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$157 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$155 Million11.81% of portfolio
-
Carlson Capital Management3.81MShares$99.5 Million7.97% of portfolio