Envision Financial Planning, LLC DFAE Holdings History
Envision Financial Planning, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 501,578.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $12.99 Mil. This investment constitutes 6.62% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.25% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 5 purchases of DFAE, at an average price of $24.05, for a total of 515,616.00 shares. In addition, there have been 1 sales at an average price of $22.86 for 14,038.00 shares. Based on historical transaction data and DFAE's current price of $29.52, Envision Financial Planning, LLC's estimated gain on his DFAE holdings is $2.73 Mil, reflecting a 21.99% gain to date.
Envision Financial Planning, LLC DFAE ($29.52) Holding Chart
Envision Financial Planning, LLC DFAE ($29.52) 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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