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 45,513 shares of DFAI stock, worth $1.38 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
45,513
Previous 56,379
19.27%
Holding current value
$1.38 Million
Previous $1.79 Billion
25.83%
% of portfolio
0.44%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
541Shares Held
182MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio