Leading Edge Financial Planning LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 4,966 shares of DFIV stock, worth $237,921. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,966
Previous 4,966 -0.0%
Holding current value
$237,921
Previous $213 Million 7.68%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$34.67 - $43.21 $172,171 - $214,580
4,966 New
4,966 $213 Million
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $196,022 - $218,889
6,352 New
6,352 $218 Million
Q2 2023

Jul 17, 2023
BUY
$31.45 - $33.77 $31 - $33
1 Added 0.02%
6,337 $208 Million
Q1 2023

Apr 20, 2023
BUY
$30.43 - $33.38 $192,804 - $211,495
6,336 New
6,336 $204 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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