Leading Edge Financial Planning LLC DIMENSIONAL ETF TRUST Transaction History

Leading Edge Financial Planning LLC

  • $360 Billion
  • Q2 2025
Number of Shares
14,662
Previous 14,129 3.77%
Holding current value
$393 Million
Previous $371 Million 6.02%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
533 Added 3.77%
14,662 $393 Million
Q1 2025

Apr 23, 2025
BUY
N/A
322 Added 2.33%
14,129 $371 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-430 Reduced 3.02%
13,807 $353 Million
Q3 2024

Oct 23, 2024
SELL
N/A
-341 Reduced 2.34%
14,237 $411 Million
Q2 2024

Aug 01, 2024
BUY
N/A
6,214 Added 74.29%
14,578 $364 Million
Q4 2023

Feb 13, 2024
BUY
N/A
8,364 New
8,364 $217 Million
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email