Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 186,454 shares of DFIP stock, worth $7.6 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

186,454

Previous 155,785 19.69%

Holding current value

$7.6 Million

Previous $6.43 Billion 19.6%

% of portfolio

3.41%

Previous 3.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$40.58 - $41.54 $1.24 Million - $1.27 Million	30,669 Added 19.69%	186,454 $7.69 Billion
Q4 2023 Feb 13, 2024	SELL	$39.16 - $41.47 $3.6 Million - $3.81 Million	-91,817 Reduced 37.08%	155,785 $6.43 Billion
Q3 2023 Oct 25, 2023	SELL	$39.65 - $41.67 $852,356 - $895,779	-21,497 Reduced 7.99%	247,602 $9.85 Billion
Q2 2023 Jul 17, 2023	BUY	$41.16 - $43.19 $2.04 Million - $2.14 Million	49,570 Added 22.58%	269,099 $11.1 Billion
Q1 2023 Apr 20, 2023	BUY	$40.93 - $42.83 $2.1 Million - $2.19 Million	51,196 Added 30.41%	219,529 $9.4 Billion

Q4 2022 Mar 02, 2023	BUY	$40.64 - $42.62 $6.84 Million - $7.17 Million	168,333 New	168,333 $6.93 Billion

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

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Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P Transaction History