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 $20.4 Million. This represents 6.86% of its overall portfolio holdings.

Number of Shares

679,194

Previous 649,172 4.62%

Holding current value

$20.4 Million

Previous $20 Billion 4.56%

% of portfolio

6.86%

Previous 6.7%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$30.18 - $33.87 $906,063 - $1.02 Million	30,022 Added 4.62%	679,194 $20.9 Billion
Q3 2024 Oct 23, 2024	BUY	$28.25 - $31.7 $2.64 Million - $2.96 Million	93,337 Added 16.79%	649,172 $20 Billion
Q2 2024 Aug 01, 2024	BUY	$27.81 - $30.13 $1.76 Million - $1.9 Million	63,157 Added 12.82%	555,835 $16 Billion
Q1 2024 May 03, 2024	BUY	$27.45 - $30.1 $2.23 Million - $2.44 Million	81,092 Added 19.7%	492,678 $14.8 Billion
Q4 2023 Feb 13, 2024	BUY	$23.61 - $29.53 $1.48 Million - $1.86 Million	62,851 Added 18.02%	411,586 $12 Billion
Q3 2023 Oct 25, 2023	BUY	$24.97 - $27.69 $553,534 - $613,831	22,168 Added 6.79%	348,735 $8.84 Billion
Q2 2023 Jul 17, 2023	BUY	$23.17 - $25.7 $1.09 Million - $1.2 Million	46,855 Added 16.75%	326,567 $8.39 Billion
Q1 2023 Apr 20, 2023	BUY	$23.74 - $28.31 $866,984 - $1.03 Million	36,520 Added 15.02%	279,712 $6.97 Billion
Q4 2022 Mar 02, 2023	BUY	$22.47 - $26.46 $5.46 Million - $6.43 Million	243,192 New	243,192 $6.02 Billion

Others Institutions Holding DFSV

# of Institutions

414

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History