Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History
Leading Edge Financial Planning LLC
- $398 Billion
- Q3 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 1,726,839 shares of DFIC stock, worth $57.6 Million. This represents 14.21% of its overall portfolio holdings.
Number of Shares
1,726,839
Previous 1,664,622
3.74%
Holding current value
$57.6 Million
Previous $51.8 Billion
9.41%
% of portfolio
14.21%
Previous 14.39%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall 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