Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 21,557 shares of DFAI stock, worth $678,614. This represents 0.33% of its overall portfolio holdings.

Number of Shares
21,557
Previous 33,304 35.27%
Holding current value
$678,614
Previous $1.06 Billion 40.53%
% of portfolio
0.33%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$29.0 - $31.6 $340,663 - $371,205
-11,747 Reduced 35.27%
21,557 $629 Million
Q3 2024

Oct 07, 2024
SELL
$28.69 - $32.06 $145,314 - $162,383
-5,065 Reduced 13.2%
33,304 $1.06 Billion
Q2 2024

Aug 01, 2024
SELL
$28.93 - $30.91 $56,702 - $60,583
-1,960 Reduced 4.86%
38,369 $1.14 Billion
Q1 2024

Apr 29, 2024
SELL
$27.74 - $30.27 $64,051 - $69,893
-2,309 Reduced 5.42%
40,329 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $1.06 Million - $1.22 Million
42,638 New
42,638 $1.22 Billion

Others Institutions Holding DFAI

# of Institutions
608
Shares Held
230M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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