Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History
Leading Edge Financial Planning LLC
- $320 Billion
- Q1 2025
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 847,714 shares of DUHP stock, worth $29.9 Million. This represents 8.78% of its overall portfolio holdings.
Number of Shares
847,714
Previous 799,787
5.99%
Holding current value
$29.9 Million
Previous $27 Billion
3.95%
% of portfolio
8.78%
Previous 8.87%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.34 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.24 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$288 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$249 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$245 Million4.35% of portfolio