Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P Transaction History
Leading Edge Financial Planning LLC
- $360 Billion
- Q2 2025
A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 382,545 shares of DFIP stock, worth $16.3 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
382,545
Previous 357,263
7.08%
Holding current value
$16.3 Million
Previous $15 Billion
6.31%
% of portfolio
4.45%
Previous 4.7%
Shares
11 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.9 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$37 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$34 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.6 Million4.64% of portfolio