Leading Edge Financial Planning LLC Dimensional ETF Tr Core Fxd In Transaction History
Leading Edge Financial Planning LLC
- $320 Billion
- Q1 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 472,136 shares of DFCF stock, worth $19.6 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
472,136
Previous 450,681
4.76%
Holding current value
$19.6 Million
Previous $18.6 Billion
6.77%
% of portfolio
6.2%
Previous 6.1%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio