Leading Edge Financial Planning LLC DIMENSIONAL ETF TRUST Transaction History

Leading Edge Financial Planning LLC

  • $320 Billion
  • Q1 2025
Number of Shares
94,592
Previous 86,701 9.1%
Holding current value
$4.8 Billion
Previous $4.39 Billion 9.4%
% of portfolio
1.5%
Previous 1.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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