Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History
Leading Edge Financial Planning LLC
- $360 Billion
- Q2 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 31,062 shares of DFAX stock, worth $979,695. This represents 0.25% of its overall portfolio holdings.
Number of Shares
31,062
Previous 32,590
4.69%
Holding current value
$979,695
Previous $854 Million
6.84%
% of portfolio
0.25%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
654Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$354 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$253 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$221 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio