Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History
Leading Edge Financial Planning LLC
- $320 Billion
- Q1 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 32,590 shares of DFAX stock, worth $934,355. This represents 0.27% of its overall portfolio holdings.
Number of Shares
32,590
Previous 33,188
1.8%
Holding current value
$934,355
Previous $825 Million
3.49%
% of portfolio
0.27%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio