Leading Edge Financial Planning LLC Dimensional ETF Tr Transaction History

Leading Edge Financial Planning LLC

$439 Billion
Q4 2025

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 31,057 shares of DFAX stock, worth $994,134. This represents 0.23% of its overall portfolio holdings.

Number of Shares

31,057

Previous 33,315 6.78%

Holding current value

$994,134

Previous $1.05 Billion 2.77%

% of portfolio

0.23%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$30.71 - $32.34 $69,343 - $73,023	-2,258 Reduced 6.78%	31,057 $1.02 Billion
Q3 2025 Nov 12, 2025	BUY	$29.25 - $31.56 $65,900 - $71,104	2,253 Added 7.25%	33,315 $1.05 Billion
Q2 2025 Jul 15, 2025	SELL	$23.37 - $29.39 $35,709 - $44,907	-1,528 Reduced 4.69%	31,062 $912 Million
Q1 2025 Apr 23, 2025	SELL	$24.45 - $27.2 $14,621 - $16,265	-598 Reduced 1.8%	32,590 $854 Million
Q4 2024 Jan 24, 2025	SELL	$24.76 - $27.04 $48,727 - $53,214	-1,968 Reduced 5.6%	33,188 $825 Million

Q3 2024 Oct 23, 2024	SELL	$24.29 - $27.25 $188,393 - $211,351	-7,756 Reduced 18.07%	35,156 $950 Million
Q2 2024 Aug 01, 2024	SELL	$24.57 - $26.36 $14,250 - $15,288	-580 Reduced 1.33%	42,912 $1.09 Billion
Q1 2024 May 03, 2024	SELL	$23.42 - $25.45 $1.94 Million - $2.11 Million	-82,811 Reduced 65.57%	43,492 $1.11 Billion
Q4 2023 Feb 13, 2024	SELL	$21.44 - $24.42 $16.5 Million - $18.8 Million	-769,469 Reduced 85.9%	126,303 $3.08 Billion
Q3 2023 Oct 25, 2023	SELL	$22.41 - $24.35 $6.83 Million - $7.42 Million	-304,788 Reduced 25.39%	895,772 $20.2 Billion
Q2 2023 Jul 17, 2023	BUY	$22.56 - $24.03 $3.4 Million - $3.62 Million	150,841 Added 14.37%	1,200,560 $28 Billion
Q1 2023 Apr 20, 2023	BUY	$21.74 - $23.72 $2.7 Million - $2.94 Million	124,118 Added 13.41%	1,049,719 $24.2 Billion
Q4 2022 Mar 02, 2023	BUY	$18.81 - $22.36 $17.4 Million - $20.7 Million	925,601 New	925,601 $20 Billion

Others Institutions Holding DFAX

# of Institutions

670

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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 Transaction History