Leading Edge Financial Planning LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 6,824 shares of DFAC stock, worth $263,747. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,824
Previous 6,824
-0.0%
Holding current value
$263,747
Previous $225 Million
8.64%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.12 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$674 Million0.22% of portfolio