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 606,955 shares of DUHP stock, worth $19.5 Million. This represents 8.5% of its overall portfolio holdings.
Number of Shares
606,955
Previous 543,964
11.58%
Holding current value
$19.5 Million
Previous $15.6 Billion
23.28%
% of portfolio
8.5%
Previous 8.07%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio