Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 345,959 shares of DFIP stock, worth $14.5 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares

345,959

Previous 247,564 39.75%

Holding current value

$14.5 Million

Previous $10.5 Billion 33.83%

% of portfolio

4.6%

Previous 3.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$40.31 - $42.43 $3.97 Million - $4.17 Million	98,395 Added 39.75%	345,959 $14 Billion
Q3 2024 Oct 23, 2024	BUY	$40.69 - $42.46 $2.08 Million - $2.17 Million	51,100 Added 26.01%	247,564 $10.5 Billion
Q2 2024 Aug 01, 2024	BUY	$40.31 - $41.37 $403,503 - $414,113	10,010 Added 5.37%	196,464 $8.02 Billion
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	$40.55 - $42.62 $6.83 Million - $7.17 Million	168,333 New	168,333 $6.93 Billion

Others Institutions Holding DFIP

# of Institutions

134

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

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