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

Leading Edge Financial Planning LLC

$299 Billion
Q3 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 247,564 shares of DFIP stock, worth $10 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

247,564

Previous 196,464 26.01%

Holding current value

$10 Million

Previous $8.02 Billion 30.47%

% of portfolio

3.51%

Previous 3.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

115

Shares Held

12.5M

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