Lakeshore Financial Planning, Inc. Dimensional ETF Tr Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 64,988 shares of DFIV stock, worth $2.94 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

64,988

Previous 64,957 0.05%

Holding current value

$2.94 Million

Previous $2.56 Billion 8.87%

% of portfolio

1.12%

Previous 1.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$34.67 - $43.21 $1,074 - $1,339	31 Added 0.05%	64,988 $2.78 Billion
Q1 2025 May 15, 2025	SELL	$35.33 - $40.77 $4.96 Million - $5.73 Million	-140,472 Reduced 68.38%	64,957 $2.56 Billion
Q4 2024 Feb 11, 2025	SELL	$34.86 - $37.97 $3.33 Million - $3.62 Million	-95,423 Reduced 31.72%	205,429 $7.29 Billion
Q3 2024 Oct 31, 2024	SELL	$34.66 - $38.38 $5.73 Million - $6.34 Million	-165,289 Reduced 35.46%	300,852 $11.5 Billion
Q2 2024 Jul 25, 2024	BUY	$35.5 - $38.02 $259,611 - $278,040	7,313 Added 1.59%	466,141 $16.8 Billion
Q1 2024 May 10, 2024	BUY	$33.15 - $36.75 $265,432 - $294,257	8,007 Added 1.78%	458,828 $16.9 Billion
Q3 2023 Nov 14, 2023	BUY	$32.1 - $34.42 $14.5 Million - $15.5 Million	450,821 New	450,821 $14.7 Billion

Others Institutions Holding DFIV

# of Institutions

743

Shares Held

261M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Lakeshore Financial Planning, Inc. Dimensional ETF Tr Transaction History