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 14,551 shares of DFIC stock, worth $485,712. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,551
Previous 15,845 8.17%
Holding current value
$485,712
Previous $520 Million 3.49%
% of portfolio
0.23%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$32.24 - $33.72 $41,718 - $43,633
-1,294 Reduced 8.17%
14,551 $501 Million
Q3 2025

Oct 17, 2025
BUY
$30.76 - $33.01 $799 - $858
26 Added 0.16%
15,845 $520 Million
Q2 2025

Aug 07, 2025
SELL
$24.94 - $31.15 $170,115 - $212,474
-6,821 Reduced 30.13%
15,819 $492 Million
Q1 2025

Apr 16, 2025
SELL
$25.54 - $28.79 $39,306 - $44,307
-1,539 Reduced 6.37%
22,640 $629 Million
Q4 2024

Jan 30, 2025
SELL
$25.61 - $28.0 $241,630 - $264,180
-9,435 Reduced 28.07%
24,179 $625 Million
Q3 2024

Oct 07, 2024
SELL
$25.36 - $28.37 $66,848 - $74,783
-2,636 Reduced 7.27%
33,614 $946 Million
Q2 2024

Aug 01, 2024
SELL
$25.73 - $27.44 $62,935 - $67,118
-2,446 Reduced 6.32%
36,250 $953 Million
Q1 2024

Apr 29, 2024
SELL
$24.62 - $26.83 $77,183 - $84,112
-3,135 Reduced 7.49%
38,696 $1.04 Billion
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $927,811 - $1.07 Million
41,831 New
41,831 $1.07 Billion

Others Institutions Holding DFIC

# of Institutions
527
Shares Held
284M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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