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 36,250 shares of DFIC stock, worth $998,325. This represents 0.57% of its overall portfolio holdings.
Number of Shares
36,250
Previous 38,696
6.32%
Holding current value
$998,325
Previous $1.04 Billion
7.93%
% of portfolio
0.57%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio