Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History
Leading Edge Financial Planning LLC
- $398 Billion
- Q3 2025
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 4,592 shares of DFAU stock, worth $211,002. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,592Holding current value
$211,002% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
550Shares Held
149MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
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Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
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Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
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Allworth Financial LP3.81MShares$175 Million0.8% of portfolio