Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P Transaction History
Leading Edge Financial Planning LLC
- $360 Billion
- Q2 2025
A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 382,545 shares of DFIP stock, worth $15.9 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
382,545
Previous 357,263
7.08%
Holding current value
$15.9 Million
Previous $15 Billion
6.31%
% of portfolio
4.45%
Previous 4.7%
Shares
11 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.8 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.4 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.9 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$30 Million4.7% of portfolio