Leading Edge Financial Planning LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 707,720 shares of DFEM stock, worth $18.5 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
707,720
Previous 647,547
9.29%
Holding current value
$18.5 Million
Previous $17 Billion
10.42%
% of portfolio
5.85%
Previous 5.56%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
424Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio