Leading Edge Financial Planning LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 6,824 shares of DFAC stock, worth $240,750. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,824
Previous 7,633
10.6%
Holding current value
$240,750
Previous $246 Million
4.92%
% of portfolio
0.08%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio