Leading Edge Financial Planning LLC DIMENSIONAL ETF TRUST Transaction History

Leading Edge Financial Planning LLC

  • $320 Billion
  • Q1 2025
Number of Shares
14,129
Previous 13,807 2.33%
Holding current value
$371 Million
Previous $353 Million 5.22%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
322 Added 2.33%
14,129 $371 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-430 Reduced 3.02%
13,807 $353 Million
Q3 2024

Oct 23, 2024
SELL
N/A
-341 Reduced 2.34%
14,237 $411 Million
Q2 2024

Aug 01, 2024
BUY
N/A
6,214 Added 74.29%
14,578 $364 Million
Q4 2023

Feb 13, 2024
BUY
N/A
8,364 New
8,364 $217 Million
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