Envision Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024
Number of Shares
80,531
Previous 75,387 6.82%
Holding current value
$2.33 Billion
Previous $2.26 Billion 2.98%
% of portfolio
1.78%
Previous 1.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
N/A
5,144 Added 6.82%
80,531 $2.33 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
11,740 Added 18.45%
75,387 $2.26 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
5,472 Added 9.41%
63,647 $1.72 Billion
Q3 2023

Nov 02, 2023
BUY
N/A
58,175 New
58,175 $1.44 Billion
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