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 957,515 shares of DUHP stock, worth $36.1 Million. This represents 9.08% of its overall portfolio holdings.
Number of Shares
957,515
Previous 906,348
5.65%
Holding current value
$36.1 Million
Previous $32.2 Billion
12.21%
% of portfolio
9.08%
Previous 8.96%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio