Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History
Leading Edge Financial Planning LLC
- $249 Billion
- Q2 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 555,835 shares of DFSV stock, worth $16.8 Million. This represents 6.42% of its overall portfolio holdings.
Number of Shares
555,835
Previous 492,678
12.82%
Holding current value
$16.8 Million
Previous $14.8 Billion
7.87%
% of portfolio
6.42%
Previous 6.57%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
319Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$248 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$148 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$140 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$82.8 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$75.8 Million0.78% of portfolio