Leading Edge Financial Planning LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 767,529 shares of DUHP stock, worth $25.8 Million. This represents 8.76% of its overall portfolio holdings.
Number of Shares
767,529
Previous 669,242
14.69%
Holding current value
$25.8 Million
Previous $21.4 Billion
22.14%
% of portfolio
8.76%
Previous 8.59%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
307Shares Held
187MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.03 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$991 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$276 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$227 Million16.37% of portfolio