Leading Edge Financial Planning LLC Dimensional ETF Tr Core Fxd In Transaction History
Leading Edge Financial Planning LLC
- $320 Billion
- Q1 2025
A detailed history of Leading Edge Financial Planning LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 472,136 shares of DFCF stock, worth $19.5 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
472,136
Previous 450,681
4.76%
Holding current value
$19.5 Million
Previous $18.6 Billion
6.77%
% of portfolio
6.2%
Previous 6.1%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio