Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History

Leading Edge Financial Planning LLC

$299 Billion
Q3 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 8,940 shares of DFAE stock, worth $236,552. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,940

Previous 9,611 6.98%

Holding current value

$236,552

Previous $249 Million 1.44%

% of portfolio

0.08%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$24.46 - $27.82 $16,412 - $18,667	-671 Reduced 6.98%	8,940 $245 Million
Q2 2024 Aug 01, 2024	SELL	$24.03 - $26.3 $8,146 - $8,915	-339 Reduced 3.41%	9,611 $249 Million
Q1 2024 May 03, 2024	SELL	$22.74 - $24.88 $59,146 - $64,712	-2,601 Reduced 20.72%	9,950 $246 Million
Q4 2023 Feb 13, 2024	SELL	$21.63 - $24.11 $302,733 - $337,443	-13,996 Reduced 52.72%	12,551 $303 Million
Q3 2023 Oct 25, 2023	SELL	$22.43 - $24.83 $98,220 - $108,730	-4,379 Reduced 14.16%	26,547 $599 Million
Q2 2023 Jul 17, 2023	SELL	$22.38 - $24.3 $81,619 - $88,622	-3,647 Reduced 10.55%	30,926 $726 Million
Q1 2023 Apr 20, 2023	BUY	$21.78 - $24.36 $99,469 - $111,252	4,567 Added 15.22%	34,573 $796 Million
Q4 2022 Mar 02, 2023	BUY	$19.67 - $22.73 $590,218 - $682,036	30,006 New	30,006 $659 Million

Others Institutions Holding DFAE

# of Institutions

464

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History