Number of Shares
399,212.00
Current Holdings Value*
$10.75 Mil
% of Portfolio
5.48%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
11.56%

Envision Financial Planning, LLC's Dimensional International High Profitability ETF Holding Summary

As of 2025-03-31, Envision Financial Planning, LLC held 399,212.00 shares of Dimensional International High Profitability ETF(DIHP), totaling $10.75 Mil. This investment constitutes 5.48% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.3% of the outstanding Dimensional International High Profitability ETF(DIHP) stock.

The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 6 purchases of DIHP, at an average price of $26.06, for a total of 399,212.00 shares. Based on historical transaction data and DIHP's current price of $29.07, Envision Financial Planning, LLC's estimated gain on his DIHP holdings is $1.20 Mil, reflecting a 11.56% gain to date.

Envision Financial Planning, LLC DIHP ($29.07) Holding Chart

Envision Financial Planning, LLC DIHP ($29.07) 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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