Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History

Lakeridge Wealth Management LLC

$220 Billion
Q4 2025

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 16,037 shares of DFAU stock, worth $736,900. This represents 0.34% of its overall portfolio holdings.

Number of Shares

16,037

Previous 16,460 2.57%

Holding current value

$736,900

Previous $753 Million 0.36%

% of portfolio

0.34%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$44.77 - $47.01 $18,937 - $19,885	-423 Reduced 2.57%	16,037 $751 Million
Q3 2025 Oct 17, 2025	BUY	$42.42 - $45.96 $1,824 - $1,976	43 Added 0.26%	16,460 $753 Million
Q2 2025 Aug 07, 2025	SELL	$34.04 - $42.36 $462,229 - $575,206	-13,579 Reduced 45.27%	16,417 $695 Million
Q1 2025 Apr 16, 2025	SELL	$37.84 - $42.29 $203,125 - $227,012	-5,368 Reduced 15.18%	29,996 $1.15 Billion
Q4 2024 Jan 30, 2025	SELL	$39.27 - $42.38 $554,492 - $598,405	-14,120 Reduced 28.53%	35,364 $1.43 Billion

Q3 2024 Oct 07, 2024	SELL	$35.8 - $39.69 $213,869 - $237,108	-5,974 Reduced 10.77%	49,484 $1.96 Billion
Q2 2024 Aug 01, 2024	SELL	$34.53 - $37.67 $316,501 - $345,283	-9,166 Reduced 14.18%	55,458 $2.08 Billion
Q1 2024 Apr 29, 2024	SELL	$32.59 - $36.54 $242,274 - $271,638	-7,434 Reduced 10.32%	64,624 $2.36 Billion
Q4 2023 Feb 14, 2024	BUY	$28.58 - $33.37 $2.06 Million - $2.4 Million	72,058 New	72,058 $2.4 Billion

Others Institutions Holding DFAU

# of Institutions

547

Shares Held

150M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History