Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 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 33,614 shares of DFIC stock, worth $890,771. This represents 0.52% of its overall portfolio holdings.

Number of Shares
33,614
Previous 36,250 7.27%
Holding current value
$890,771
Previous $953 Million 0.75%
% of portfolio
0.52%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
372
Shares Held
237M
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
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email