Leading Edge Financial Planning LLC Dimensional ETF Tr Short Durat Transaction History
Leading Edge Financial Planning LLC
- $320 Billion
- Q1 2025
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 9,474 shares of DFSD stock, worth $454,467. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,474
Previous 9,539
0.68%
Holding current value
$454,467
Previous $447 Million
0.67%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$146 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio