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 431,668 shares of DUHP stock, worth $16.3 Million. This represents 6.91% of its overall portfolio holdings.

Number of Shares

431,668

Previous 406,013 6.32%

Holding current value

$16.3 Million

Previous $14.4 Billion 12.93%

% of portfolio

6.91%

Previous 6.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$35.76 - $37.93 $917,422 - $973,094	25,655 Added 6.32%	431,668 $16.3 Billion
Q2 2025 Aug 14, 2025	SELL	$29.36 - $35.56 $85,437 - $103,479	-2,910 Reduced 0.71%	406,013 $14.4 Billion
Q1 2025 May 14, 2025	SELL	$32.57 - $35.82 $61,557 - $67,699	-1,890 Reduced 0.46%	408,923 $13.6 Billion
Q4 2024 Feb 13, 2025	BUY	$33.62 - $35.69 $346,454 - $367,785	10,305 Added 2.57%	410,813 $13.9 Billion
Q3 2024 Nov 07, 2024	BUY	$30.74 - $34.07 $7.59 Million - $8.41 Million	246,967 Added 160.85%	400,508 $13.6 Billion

Q2 2024 Jul 30, 2024	BUY	$29.72 - $32.4 $642,249 - $700,164	21,610 Added 16.38%	153,541 $4.91 Billion
Q1 2024 Apr 30, 2024	BUY	$28.16 - $31.61 $502,993 - $564,617	17,862 Added 15.66%	131,931 $4.17 Billion
Q4 2023 Jan 23, 2024	BUY	$24.79 - $28.64 $488,139 - $563,950	19,691 Added 20.86%	114,069 $3.26 Billion
Q3 2023 Nov 02, 2023	BUY	$25.64 - $27.32 $2.42 Million - $2.58 Million	94,378 New	94,378 $2.42 Billion

Others Institutions Holding DUHP

# of Institutions

486

Shares Held

223M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History