Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 1,407,573 shares of DFIC stock, worth $37.6 Million. This represents 13.27% of its overall portfolio holdings.

Number of Shares

1,407,573

Previous 1,227,765 14.65%

Holding current value

$37.6 Million

Previous $32.3 Billion 22.71%

% of portfolio

13.27%

Previous 12.95%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$25.36 - $28.37 $4.56 Million - $5.1 Million	179,808 Added 14.65%	1,407,573 $39.6 Billion
Q2 2024 Aug 01, 2024	BUY	$25.73 - $27.44 $3.62 Million - $3.87 Million	140,856 Added 12.96%	1,227,765 $32.3 Billion
Q1 2024 May 03, 2024	BUY	$24.62 - $26.83 $4.72 Million - $5.14 Million	191,662 Added 21.41%	1,086,909 $29.1 Billion
Q4 2023 Feb 13, 2024	BUY	$22.18 - $25.58 $14.1 Million - $16.3 Million	636,323 Added 245.76%	895,247 $22.9 Billion
Q3 2023 Oct 25, 2023	BUY	$23.25 - $25.17 $6.02 Million - $6.52 Million	258,924 New	258,924 $6.05 Billion

Others Institutions Holding DFIC

# of Institutions

348

Shares Held

224M

Call Options Held

900

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History