Leading Edge Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 2024
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 7,632 shares of DFAC stock, worth $247,963. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,632
Previous 7,835
2.59%
Holding current value
$247,963
Previous $229 Million
6.48%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio