Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 679,194 shares of DFSV stock, worth $21.6 Million. This represents 6.86% of its overall portfolio holdings.
Number of Shares
679,194
Previous 649,172
4.62%
Holding current value
$21.6 Million
Previous $20 Billion
4.56%
% of portfolio
6.86%
Previous 6.7%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
356Shares Held
99.2MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$256 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$166 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$133 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio