Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 1,849,517 shares of DFIC stock, worth $61.7 Million. This represents 14.52% of its overall portfolio holdings.
Number of Shares
1,849,517
Previous 1,726,839
7.1%
Holding current value
$61.7 Million
Previous $56.6 Billion
12.56%
% of portfolio
14.52%
Previous 14.21%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
533Shares Held
285MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio