Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 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 20,660 shares of DFAR stock, worth $530,755. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,660
Previous 18,230
13.33%
Holding current value
$530,755
Previous $408 Million
11.96%
% of portfolio
0.27%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.8 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$55.2 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.3 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.1 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.9 Million0.3% of portfolio