Leading Edge Financial Planning LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 56,379 shares of DFAI stock, worth $1.65 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

56,379

Previous 60,809 7.29%

Holding current value

$1.65 Million

Previous $1.8 Billion 0.69%

% of portfolio

0.6%

Previous 0.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$28.69 - $32.06 $127,096 - $142,025	-4,430 Reduced 7.29%	56,379 $1.79 Billion
Q2 2024 Aug 01, 2024	SELL	$28.93 - $30.91 $48,023 - $51,310	-1,660 Reduced 2.66%	60,809 $1.8 Billion
Q1 2024 May 03, 2024	SELL	$27.74 - $30.27 $64,939 - $70,862	-2,341 Reduced 3.61%	62,469 $1.89 Billion
Q4 2023 Feb 13, 2024	SELL	$24.88 - $28.69 $391,984 - $452,010	-15,755 Reduced 19.56%	64,810 $1.86 Billion
Q3 2023 Oct 25, 2023	SELL	$26.0 - $28.17 $181,454 - $196,598	-6,979 Reduced 7.97%	80,565 $2.1 Billion
Q2 2023 Jul 17, 2023	SELL	$26.46 - $28.05 $884,346 - $937,487	-33,422 Reduced 27.63%	87,544 $2.39 Billion
Q1 2023 Apr 20, 2023	BUY	$25.21 - $27.45 $320,267 - $348,724	12,704 Added 11.73%	120,966 $3.26 Billion
Q4 2022 Mar 02, 2023	BUY	$21.47 - $25.85 $2.32 Million - $2.8 Million	108,262 New	108,262 $2.71 Billion

Others Institutions Holding DFAI

# of Institutions

539

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
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Industry ETFs

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Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History