Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History

Leading Edge Financial Planning LLC

  • $305 Billion
  • Q4 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 33,188 shares of DFAX stock, worth $890,765. This represents 0.27% of its overall portfolio holdings.

Number of Shares
33,188
Previous 35,156 5.6%
Holding current value
$890,765
Previous $950 Million 13.11%
% of portfolio
0.27%
Previous 0.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$24.76 - $27.04 $48,727 - $53,214
-1,968 Reduced 5.6%
33,188 $825 Million
Q3 2024

Oct 23, 2024
SELL
$24.29 - $27.25 $188,393 - $211,351
-7,756 Reduced 18.07%
35,156 $950 Million
Q2 2024

Aug 01, 2024
SELL
$24.57 - $26.36 $14,250 - $15,288
-580 Reduced 1.33%
42,912 $1.09 Billion
Q1 2024

May 03, 2024
SELL
$23.42 - $25.45 $1.94 Million - $2.11 Million
-82,811 Reduced 65.57%
43,492 $1.11 Billion
Q4 2023

Feb 13, 2024
SELL
$21.44 - $24.42 $16.5 Million - $18.8 Million
-769,469 Reduced 85.9%
126,303 $3.08 Billion
Q3 2023

Oct 25, 2023
SELL
$22.41 - $24.35 $6.83 Million - $7.42 Million
-304,788 Reduced 25.39%
895,772 $20.2 Billion
Q2 2023

Jul 17, 2023
BUY
$22.56 - $24.03 $3.4 Million - $3.62 Million
150,841 Added 14.37%
1,200,560 $28 Billion
Q1 2023

Apr 20, 2023
BUY
$21.74 - $23.72 $2.7 Million - $2.94 Million
124,118 Added 13.41%
1,049,719 $24.2 Billion
Q4 2022

Mar 02, 2023
BUY
$18.81 - $22.36 $17.4 Million - $20.7 Million
925,601 New
925,601 $20 Billion

Others Institutions Holding DFAX

# of Institutions
573
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email