Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Envision Financial Planning, LLC

$236 Billion
Q3 2025

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 414,421 shares of DIHP stock, worth $12.9 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares

414,421

Previous 390,041 6.25%

Holding current value

$12.9 Million

Previous $11.5 Billion 9.51%

% of portfolio

5.34%

Previous 5.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.69 - $30.59 $699,462 - $745,784	24,380 Added 6.25%	414,421 $12.6 Billion
Q2 2025 Aug 14, 2025	SELL	$24.32 - $29.74 $223,038 - $272,745	-9,171 Reduced 2.3%	390,041 $11.5 Billion
Q1 2025 May 14, 2025	BUY	$25.1 - $27.85 $399,843 - $443,650	15,930 Added 4.16%	399,212 $10.8 Billion
Q4 2024 Feb 13, 2025	BUY	$25.15 - $27.57 $322,070 - $353,061	12,806 Added 3.46%	383,282 $9.67 Billion
Q3 2024 Nov 07, 2024	BUY	$25.23 - $27.94 $5.44 Million - $6.02 Million	215,554 Added 139.14%	370,476 $10.3 Billion

Q2 2024 Jul 30, 2024	BUY	$25.66 - $27.34 $688,791 - $733,887	26,843 Added 20.96%	154,922 $4.08 Billion
Q1 2024 Apr 30, 2024	BUY	$24.77 - $26.98 $583,878 - $635,972	23,572 Added 22.56%	128,079 $3.45 Billion
Q4 2023 Jan 23, 2024	BUY	$22.28 - $25.74 $418,774 - $483,809	18,796 Added 21.93%	104,507 $2.68 Billion
Q3 2023 Nov 02, 2023	BUY	$23.09 - $25.15 $1.98 Million - $2.16 Million	85,711 New	85,711 $1.99 Billion

Others Institutions Holding DIHP

# of Institutions

322

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
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Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History