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 $232,084. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,824
Previous 7,633
10.6%
Holding current value
$232,084
Previous $246 Million
4.92%
% of portfolio
0.08%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
899Shares Held
716MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio