Leading Edge Financial Planning LLC Dimensional ETF Tr Core Fxd In Transaction History
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 16,713 shares of DFCF stock, worth $700,107. This represents 0.31% of its overall portfolio holdings.
Number of Shares
16,713
Previous 15,413
8.43%
Holding current value
$700,107
Previous $654 Million
7.28%
% of portfolio
0.31%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio