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 35,364 shares of DFAU stock, worth $1.47 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
35,364
Previous 49,484 28.53%
Holding current value
$1.47 Million
Previous $1.96 Billion 27.09%
% of portfolio
0.74%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
427
Shares Held
2.09B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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