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%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$147 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$44 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.4 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.6 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio