Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 746,711 shares of DFSV stock, worth $19.5 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares
746,711
Previous 679,194 9.94%
Holding current value
$19.5 Million
Previous $20.9 Billion 0.55%
% of portfolio
6.57%
Previous 6.86%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.56 - $32.1 $1.86 Million - $2.17 Million
67,517 Added 9.94%
746,711 $21 Billion
Q4 2024

Jan 24, 2025
BUY
$30.18 - $33.87 $906,063 - $1.02 Million
30,022 Added 4.62%
679,194 $20.9 Billion
Q3 2024

Oct 23, 2024
BUY
$28.25 - $31.7 $2.64 Million - $2.96 Million
93,337 Added 16.79%
649,172 $20 Billion
Q2 2024

Aug 01, 2024
BUY
$27.81 - $30.13 $1.76 Million - $1.9 Million
63,157 Added 12.82%
555,835 $16 Billion
Q1 2024

May 03, 2024
BUY
$27.45 - $30.1 $2.23 Million - $2.44 Million
81,092 Added 19.7%
492,678 $14.8 Billion
Q4 2023

Feb 13, 2024
BUY
$23.61 - $29.53 $1.48 Million - $1.86 Million
62,851 Added 18.02%
411,586 $12 Billion
Q3 2023

Oct 25, 2023
BUY
$24.97 - $27.69 $553,534 - $613,831
22,168 Added 6.79%
348,735 $8.84 Billion
Q2 2023

Jul 17, 2023
BUY
$23.17 - $25.7 $1.09 Million - $1.2 Million
46,855 Added 16.75%
326,567 $8.39 Billion
Q1 2023

Apr 20, 2023
BUY
$23.74 - $28.31 $866,984 - $1.03 Million
36,520 Added 15.02%
279,712 $6.97 Billion
Q4 2022

Mar 02, 2023
BUY
$22.47 - $26.46 $5.46 Million - $6.43 Million
243,192 New
243,192 $6.02 Billion

Others Institutions Holding DFSV

# of Institutions
420
Shares Held
111M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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