Leading Edge Financial Planning LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 14,687 shares of DFSD stock, worth $707,913. This represents 0.18% of its overall portfolio holdings.

Number of Shares
14,687
Previous 13,132 11.84%
Holding current value
$707,913
Previous $630 Million 12.26%
% of portfolio
0.18%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$47.86 - $48.43 $74,422 - $75,308
1,555 Added 11.84%
14,687 $708 Million
Q2 2025

Jul 15, 2025
BUY
$47.09 - $48.01 $172,255 - $175,620
3,658 Added 38.61%
13,132 $630 Million
Q1 2025

Apr 23, 2025
SELL
$46.74 - $47.55 $3,038 - $3,090
-65 Reduced 0.68%
9,474 $450 Million
Q4 2024

Jan 24, 2025
BUY
$46.75 - $47.8 $445,948 - $455,964
9,539 New
9,539 $447 Million

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email