Leading Edge Financial Planning LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 9,539 shares of DFSD stock, worth $448,523. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,539Holding current value
$448,523% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
271Shares Held
50.4MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.7 Million1.09% of portfolio
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Planning Center, Inc.2.05MShares$96.3 Million16.79% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio