Leading Edge Financial Planning LLC DIMENSIONAL ETF TRUST Transaction History

Leading Edge Financial Planning LLC

  • $360 Billion
  • Q2 2025
Number of Shares
103,871
Previous 94,592 9.81%
Holding current value
$5.27 Billion
Previous $4.8 Billion 9.85%
% of portfolio
1.47%
Previous 1.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
9,279 Added 9.81%
103,871 $5.27 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
7,891 Added 9.1%
94,592 $4.8 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
86,701 New
86,701 $4.39 Billion
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