Leading Edge Financial Planning LLC Purchases in Q3 2025

Leading Edge Financial Planning LLC

  • $398 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34.7K
+ 4.68%
$72.65 - $78.68 $2.52M - $2.73M
776K $60.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
62.2K
+ 3.74%
$30.76 - $33.01 $1.91M - $2.05M
1.73M $56.6B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
55.7K
+ 4.16%
$23.82 - $25.84 $1.33M - $1.44M
1.39M $35.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
51.2K
+ 5.65%
$35.76 - $37.93 $1.83M - $1.94M
958K $36.2B
DFSV
Dimensional ETF Tr Dimensional

ETFs
40.1K
+ 4.92%
$29.2 - $32.74 $1.17M - $1.31M
855K $27.2B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
27.5K
+ 3.66%
$29.55 - $32.52 $813K - $895K
779K $25B
AVLV
American Centy ETF Tr Avantis
16.4K
+ 5.94%
$68.33 - $72.69 $1.12M - $1.19M
292K $21.1B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
45.8K
+ 9.2%
$41.8 - $43.15 $1.91M - $1.98M
544K $23.3B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
68.1K
+ 8.08%
$25.21 - $25.99 $1.72M - $1.77M
911K $23.5B
DFIP
Dimensional ETF Tr Inflation P

ETFs
42K
+ 10.99%
$41.6 - $42.66 $1.75M - $1.79M
425K $17.9B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.7K
+ 11.18%
$78.96 - $80.04 $846K - $857K
107K $8.51B
BNDX
Vanguard Total International B

ETFs
17.7K
+ 11.26%
$49.0 - $49.51 $866K - $875K
175K $8.63B
Dimensional ETF Trust
13.9K
+ 13.38%
N/A
118K $5.98B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.75K
New
$99.12 - $99.52 $372K - $374K
3.75K $374M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.55K
New
$67.01 - $72.84 $305K - $332K
4.55K $330M
Ea Series Trust
2.14K
New
N/A
2.14K $243M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.62K
New
$123.98 - $146.67 $200K - $237K
1.62K $227M
SIVR
Abrdn Silver ETF Trust

ETFs
4.8K
New
$34.34 - $44.62 $165K - $214K
4.8K $213M
DFAU
Dimensional ETF Tr

ETFs
4.59K
New
$42.42 - $45.96 $195K - $211K
4.59K $210M
AVGO
Broadcom Inc.

Technology
626
New
$264.74 - $369.57 $166K - $231K
626 $207M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.06K
New
$27.61 - $29.15 $195K - $206K
7.06K $206M
VOT
Vanguard Mid Cap Growth Index

ETFs
369
+ 5.38%
$282.75 - $294.19 $104K - $109K
7.22K $2.12B
AAPL
Apple Inc.

Technology
68
+ 2.29%
$202.38 - $256.87 $13.8K - $17.5K
3.03K $772M
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.2K
+ 70.33%
$14.11 - $14.94 $145K - $153K
24.8K $363M
AVDE
American Centy ETF Tr Avantis

ETFs
964
+ 6.6%
$73.24 - $79.04 $70.6K - $76.2K
15.6K $1.23B
DFAX
Dimensional ETF Tr
2.25K
+ 7.25%
$29.25 - $31.56 $65.9K - $71.1K
33.3K $1.05B
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.56K
+ 11.84%
$47.86 - $48.43 $74.4K - $75.3K
14.7K $708M
Dimensional ETF Trust
988
+ 6.74%
N/A
15.7K $427M
EPD
Enterprise Products Partners L.P.

Energy
250
+ 1.58%
$30.74 - $32.14 $7.69K - $8.04K
16.1K $502M
NJUL
Innovator Growth 100 Power Buf

Technology
7
+ 0.22%
$67.81 - $71.18 $475 - $498
3.22K $229M
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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