Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 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 649,172 shares of DFSV stock, worth $20.6 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
649,172
Previous 555,835
16.79%
Holding current value
$20.6 Million
Previous $16 Billion
24.99%
% of portfolio
6.7%
Previous 6.42%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
346Shares Held
95.4MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Savant Capital, LLC6.57MShares$209 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$165 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$94.4 Million1.18% of portfolio