Lakeridge Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 110,559 shares of DFAC stock, worth $3.87 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
110,559
Previous 96,453 14.62%
Holding current value
$3.87 Million
Previous $3.31 Billion 15.63%
% of portfolio
1.98%
Previous 1.82%

Shares

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

Jan 30, 2025
BUY
$33.92 - $36.6 $478,475 - $516,279
14,106 Added 14.62%
110,559 $3.82 Billion
Q3 2024

Oct 07, 2024
BUY
$31.05 - $34.29 $272,525 - $300,963
8,777 Added 10.01%
96,453 $3.31 Billion
Q2 2024

Aug 01, 2024
BUY
$30.09 - $32.37 $258,172 - $277,734
8,580 Added 10.85%
87,676 $2.83 Billion
Q1 2024

Apr 29, 2024
BUY
$28.62 - $31.95 $342,495 - $382,345
11,967 Added 17.83%
79,096 $2.53 Billion
Q4 2023

Feb 14, 2024
BUY
$24.91 - $29.38 $1.67 Million - $1.97 Million
67,129 New
67,129 $1.96 Billion

Others Institutions Holding DFAC

# of Institutions
1,054
Shares Held
797M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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