Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History

Lakeridge Wealth Management LLC

$200 Billion
Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 29,996 shares of DFAU stock, worth $1.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

29,996

Previous 35,364 15.18%

Holding current value

$1.1 Million

Previous $1.43 Billion 19.47%

% of portfolio

0.58%

Previous 0.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$37.84 - $42.29 $203,125 - $227,012	-5,368 Reduced 15.18%	29,996 $1.15 Billion
Q4 2024 Jan 30, 2025	SELL	$39.27 - $42.38 $554,492 - $598,405	-14,120 Reduced 28.53%	35,364 $1.43 Billion
Q3 2024 Oct 07, 2024	SELL	$35.8 - $39.69 $213,869 - $237,108	-5,974 Reduced 10.77%	49,484 $1.96 Billion
Q2 2024 Aug 01, 2024	SELL	$34.53 - $37.67 $316,501 - $345,283	-9,166 Reduced 14.18%	55,458 $2.08 Billion
Q1 2024 Apr 29, 2024	SELL	$32.59 - $36.54 $242,274 - $271,638	-7,434 Reduced 10.32%	64,624 $2.36 Billion
Q4 2023 Feb 14, 2024	BUY	$28.58 - $33.37 $2.06 Million - $2.4 Million	72,058 New	72,058 $2.4 Billion

Others Institutions Holding DFAU

# of Institutions

489

Shares Held

203M

Call Options Held

Put Options Held

400

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History