Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 1,514,325 shares of DFIC stock, worth $43 Million. This represents 12.84% of its overall portfolio holdings.

Number of Shares

1,514,325

Previous 1,407,573 7.58%

Holding current value

$43 Million

Previous $39.6 Billion 1.19%

% of portfolio

12.84%

Previous 13.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.61 - $28.0 $2.73 Million - $2.99 Million	106,752 Added 7.58%	1,514,325 $39.1 Billion
Q3 2024 Oct 23, 2024	BUY	$25.36 - $28.37 $4.56 Million - $5.1 Million	179,808 Added 14.65%	1,407,573 $39.6 Billion
Q2 2024 Aug 01, 2024	BUY	$25.73 - $27.44 $3.62 Million - $3.87 Million	140,856 Added 12.96%	1,227,765 $32.3 Billion
Q1 2024 May 03, 2024	BUY	$24.62 - $26.83 $4.72 Million - $5.14 Million	191,662 Added 21.41%	1,086,909 $29.1 Billion
Q4 2023 Feb 13, 2024	BUY	$22.18 - $25.58 $14.1 Million - $16.3 Million	636,323 Added 245.76%	895,247 $22.9 Billion
Q3 2023 Oct 25, 2023	BUY	$23.25 - $25.17 $6.02 Million - $6.52 Million	258,924 New	258,924 $6.05 Billion

Others Institutions Holding DFIC

# of Institutions

441

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Account

Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History