Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

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 29,745 shares of DFAR stock, worth $709,120. This represents 0.32% of its overall portfolio holdings.

Number of Shares

29,745

Previous 30,222 1.58%

Holding current value

$709,120

Previous $718 Million 2.86%

% of portfolio

0.32%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$20.99 - $23.93 $10,012 - $11,414	-477 Reduced 1.58%	29,745 $698 Million
Q1 2025 Apr 16, 2025	BUY	$22.35 - $24.52 $54,981 - $60,319	2,460 Added 8.86%	30,222 $718 Million
Q4 2024 Jan 30, 2025	BUY	$22.72 - $25.76 $122,506 - $138,897	5,392 Added 24.1%	27,762 $646 Million
Q3 2024 Oct 07, 2024	BUY	$21.91 - $26.03 $37,466 - $44,511	1,710 Added 8.28%	22,370 $574 Million
Q2 2024 Aug 01, 2024	BUY	$20.41 - $22.23 $49,596 - $54,018	2,430 Added 13.33%	20,660 $457 Million
Q1 2024 Apr 29, 2024	BUY	$21.28 - $22.96 $62,563 - $67,502	2,940 Added 19.23%	18,230 $408 Million
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $282,100 - $352,893	15,290 New	15,290 $348 Million

Others Institutions Holding DFAR

# of Institutions

278

Shares Held

44M

Call Options Held

9.6K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History