Envision Financial Planning, LLC's ownership history for DFUS


Envision Financial Planning, LLC currently holds 152.5K shares with a market value of $11.3M. It started holding DFUS on 2024-09-30. At its peak, it held 165.4K shares on 2024-09-30. Its highest holding value was $11.4M on 2025-09-30. At its lowest, it held 152.5K shares on 2025-12-31, with a value of $9.5M on 2025-03-31. In the recent 180 days, Envision Financial Planning, LLC has decreased its shares by 3.2K. In the recent year, Envision Financial Planning, LLC has decreased its shares by 12.3K.


Envision Financial Planning, LLC's ownership history for DFUS