Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 62,469 shares of DFAI stock, worth $1.88 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
62,469
Previous 64,810
3.61%
Holding current value
$1.88 Million
Previous $1.86 Billion
1.7%
% of portfolio
0.84%
Previous 0.96%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
493Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$183 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$159 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$141 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$100 Million15.43% of portfolio