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 35,156 shares of DFAX stock, worth $886,634. This represents 0.32% of its overall portfolio holdings.

Number of Shares
35,156
Previous 42,912 18.07%
Holding current value
$886,634
Previous $1.09 Billion 12.95%
% of portfolio
0.32%
Previous 0.44%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$24.29 - $27.25 $188,393 - $211,351
-7,756 Reduced 18.07%
35,156 $950 Million
Q2 2024

Aug 01, 2024

SELL
$24.57 - $26.36 $14,250 - $15,288
-580 Reduced 1.33%
42,912 $1.09 Billion
Q1 2024

May 03, 2024

SELL
$23.42 - $25.45 $1.94 Million - $2.11 Million
-82,811 Reduced 65.57%
43,492 $1.11 Billion
Q4 2023

Feb 13, 2024

SELL
$21.44 - $24.42 $16.5 Million - $18.8 Million
-769,469 Reduced 85.9%
126,303 $3.08 Billion
Q3 2023

Oct 25, 2023

SELL
$22.41 - $24.35 $6.83 Million - $7.42 Million
-304,788 Reduced 25.39%
895,772 $20.2 Billion
Q2 2023

Jul 17, 2023

BUY
$22.56 - $24.03 $3.4 Million - $3.62 Million
150,841 Added 14.37%
1,200,560 $28 Billion
Q1 2023

Apr 20, 2023

BUY
$21.74 - $23.72 $2.7 Million - $2.94 Million
124,118 Added 13.41%
1,049,719 $24.2 Billion
Q4 2022

Mar 02, 2023

BUY
$18.81 - $22.36 $17.4 Million - $20.7 Million
925,601 New
925,601 $20 Billion

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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.