Leading Edge Financial Planning LLC Dimensional ETF Tr Core Fxd In Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 45,479 shares of DFCF stock, worth $1.88 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
45,479
Previous 37,716
20.58%
Holding current value
$1.88 Million
Previous $1.57 Billion
25.37%
% of portfolio
0.66%
Previous 0.63%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio