Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lakeridge Wealth Management LLC

$220 Billion
Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 31,788 shares of DFAR stock, worth $744,792. This represents 0.33% of its overall portfolio holdings.

Number of Shares

31,788

Previous 30,218 5.2%

Holding current value

$744,792

Previous $721 Million 1.01%

% of portfolio

0.33%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$23.07 - $24.16 $36,219 - $37,931	1,570 Added 5.2%	31,788 $728 Million
Q3 2025 Oct 17, 2025	BUY	$22.9 - $24.1 $10,831 - $11,399	473 Added 1.59%	30,218 $721 Million
Q2 2025 Aug 07, 2025	SELL	$20.99 - $23.93 $10,012 - $11,414	-477 Reduced 1.58%	29,745 $698 Million
Q1 2025 Apr 16, 2025	BUY	$22.35 - $24.52 $54,981 - $60,319	2,460 Added 8.86%	30,222 $718 Million
Q4 2024 Jan 30, 2025	BUY	$22.72 - $25.76 $122,506 - $138,897	5,392 Added 24.1%	27,762 $646 Million

Q3 2024 Oct 07, 2024	BUY	$21.91 - $26.03 $37,466 - $44,511	1,710 Added 8.28%	22,370 $574 Million
Q2 2024 Aug 01, 2024	BUY	$20.41 - $22.23 $49,596 - $54,018	2,430 Added 13.33%	20,660 $457 Million
Q1 2024 Apr 29, 2024	BUY	$21.28 - $22.96 $62,563 - $67,502	2,940 Added 19.23%	18,230 $408 Million
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $282,100 - $352,893	15,290 New	15,290 $348 Million

Others Institutions Holding DFAR

# of Institutions

279

Shares Held

45.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History