Envision Financial Planning, LLC DFUS Holdings History
Envision Financial Planning, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 157,134.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $9.50 Mil. This investment constitutes 4.84% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.07% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q3. In addition, there have been 6 sales at an average price of $58.69 for 15,703.00 shares. Based on historical transaction data and DFUS's current price of $68.16, Envision Financial Planning, LLC's estimated gain on his DFUS holdings is $3.27 Mil, reflecting a 39.13% gain to date.
Envision Financial Planning, LLC DFUS ($68.16) Holding Chart
Envision Financial Planning, LLC DFUS ($68.16) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
