Leading Edge Financial Planning LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 9,950 shares of DFAE stock, worth $263,177. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,950
Previous 12,551 20.72%
Holding current value
$263,177
Previous $303 Million 18.72%
% of portfolio
0.11%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$22.74 - $24.88 $59,146 - $64,712
-2,601 Reduced 20.72%
9,950 $246 Million
Q4 2023

Feb 13, 2024
SELL
$21.63 - $24.11 $302,733 - $337,443
-13,996 Reduced 52.72%
12,551 $303 Million
Q3 2023

Oct 25, 2023
SELL
$22.43 - $24.83 $98,220 - $108,730
-4,379 Reduced 14.16%
26,547 $599 Million
Q2 2023

Jul 17, 2023
SELL
$22.38 - $24.3 $81,619 - $88,622
-3,647 Reduced 10.55%
30,926 $726 Million
Q1 2023

Apr 20, 2023
BUY
$21.78 - $24.36 $99,469 - $111,252
4,567 Added 15.22%
34,573 $796 Million
Q4 2022

Mar 02, 2023
BUY
$20.68 - $22.73 $620,524 - $682,036
30,006 New
30,006 $659 Million

Others Institutions Holding DFAE

# of Institutions
426
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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