Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
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 55,458 shares of DFAU stock, worth $2.15 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
55,458
Previous 64,624
14.18%
Holding current value
$2.15 Million
Previous $2.36 Billion
11.95%
% of portfolio
1.25%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$155 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio