Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P Transaction History
Leading Edge Financial Planning LLC
- $398 Billion
- Q3 2025
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 424,590 shares of DFIP stock, worth $17.9 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
424,590
Previous 382,545
10.99%
Holding current value
$17.9 Million
Previous $16 Billion
12.11%
% of portfolio
4.5%
Previous 4.45%
Shares
12 transactions
Others Institutions Holding DFIP
# of Institutions
156Shares Held
17.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.07MShares$44.9 Million11.49% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio