Envision Financial Planning, LLC DFAU Holdings History
Envision Financial Planning, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 494,701.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $19.02 Mil. This investment constitutes 9.69% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.25% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 4 purchases of DFAU, at an average price of $32.44, for a total of 531,287.00 shares. In addition, there have been 2 sales at an average price of $38.26 for 36,586.00 shares. Based on historical transaction data and DFAU's current price of $42.67, Envision Financial Planning, LLC's estimated gain on his DFAU holdings is $5.27 Mil, reflecting a 30.60% gain to date.
Envision Financial Planning, LLC DFAU ($42.67) Holding Chart
Envision Financial Planning, LLC DFAU ($42.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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