Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History

Leading Edge Financial Planning LLC

$226 Billion
Q1 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 492,678 shares of DFSV stock, worth $13.9 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares

492,678

Previous 411,586 19.7%

Holding current value

$13.9 Million

Previous $12 Billion 23.73%

% of portfolio

6.57%

Previous 6.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$24.29 - $26.46 $5.91 Million - $6.43 Million	243,192 New	243,192 $6.02 Billion

Others Institutions Holding DFSV

# of Institutions

298

Shares Held

72.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
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Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History