Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
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 27,762 shares of DFAR stock, worth $666,843. This represents 0.33% of its overall portfolio holdings.
Number of Shares
27,762
Previous 22,370
24.1%
Holding current value
$666,843
Previous $574 Million
12.63%
% of portfolio
0.33%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
249Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$72.6 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$56.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.8 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.4 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.9 Million2.99% of portfolio