Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History
Leading Edge Financial Planning LLC
- $305 Billion
- Q4 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 33,188 shares of DFAX stock, worth $871,848. This represents 0.27% of its overall portfolio holdings.
Number of Shares
33,188
Previous 35,156
5.6%
Holding current value
$871,848
Previous $950 Million
13.11%
% of portfolio
0.27%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio