Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 345,959 shares of DFIP stock, worth $14.2 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares

345,959

Previous 247,564 39.75%

Holding current value

$14.2 Million

Previous $10.5 Billion 33.83%

% of portfolio

4.6%

Previous 3.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$40.31 - $42.43 $3.97 Million - $4.17 Million	98,395 Added 39.75%	345,959 $14 Billion
Q3 2024 Oct 23, 2024	BUY	$40.69 - $42.46 $2.08 Million - $2.17 Million	51,100 Added 26.01%	247,564 $10.5 Billion
Q2 2024 Aug 01, 2024	BUY	$40.31 - $41.37 $403,503 - $414,113	10,010 Added 5.37%	196,464 $8.02 Billion
Q1 2024 May 03, 2024	BUY	$40.58 - $41.54 $1.24 Million - $1.27 Million	30,669 Added 19.69%	186,454 $7.69 Billion
Q4 2023 Feb 13, 2024	SELL	$39.16 - $41.47 $3.6 Million - $3.81 Million	-91,817 Reduced 37.08%	155,785 $6.43 Billion
Q3 2023 Oct 25, 2023	SELL	$39.65 - $41.67 $852,356 - $895,779	-21,497 Reduced 7.99%	247,602 $9.85 Billion
Q2 2023 Jul 17, 2023	BUY	$41.16 - $43.19 $2.04 Million - $2.14 Million	49,570 Added 22.58%	269,099 $11.1 Billion
Q1 2023 Apr 20, 2023	BUY	$40.93 - $42.83 $2.1 Million - $2.19 Million	51,196 Added 30.41%	219,529 $9.4 Billion
Q4 2022 Mar 02, 2023	BUY	$40.55 - $42.62 $6.83 Million - $7.17 Million	168,333 New	168,333 $6.93 Billion

Others Institutions Holding DFIP

# of Institutions

117

Shares Held

13.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

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.

Account

Leading Edge Financial Planning LLC Dimensional ETF Tr Inflation P Transaction History