Envision Financial Planning, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1964460
MEMPHIS, TN
All Filings in DFLV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFLV | $3,407,805 | 95,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DFLV | $3,230,279 | 94,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 DFLV | $2,973,863 | 90,391 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DFLV | $2,676,529 | 86,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFLV | $2,992,741 | 97,898 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFLV | $2,887,114 | 96,141 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 DFLV | $2,969,375 | 96,377 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 DFLV | $2,328,151 | 80,531 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 DFLV | $2,260,856 | 75,387 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 DFLV | $1,721,651 | 63,647 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 DFLV | $1,443,321 | 58,175 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||