Leading Edge Financial Planning LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 498,018 shares of DFCF stock, worth $21.4 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
498,018
Previous 472,136
5.48%
Holding current value
$21.4 Million
Previous $19.9 Billion
5.98%
% of portfolio
5.85%
Previous 6.2%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio