Leading Edge Financial Planning LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 616,388 shares of DFEM stock, worth $16.7 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
616,388
Previous 536,272
14.94%
Holding current value
$16.7 Million
Previous $14.3 Billion
21.05%
% of portfolio
5.81%
Previous 5.75%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
332Shares Held
128MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$423 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$148 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$115 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$108 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$108 Million1.18% of portfolio