Envision Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
9,646
Previous 9,302 3.7%
Holding current value
$693 Million
Previous $624 Million 11.08%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Nov 14, 2025
BUY
N/A
344 Added 3.7%
9,646 $693 Million
Q2 2025

Aug 14, 2025
BUY
N/A
5,190 Added 126.22%
9,302 $624 Million
Q1 2025

May 14, 2025
BUY
N/A
602 Added 17.15%
4,112 $252 Million
Q4 2024

Feb 13, 2025
BUY
N/A
116 Added 3.42%
3,510 $219 Million
Q3 2024

Nov 07, 2024
BUY
N/A
3,394 New
3,394 $215 Million
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