Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 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 33,614 shares of DFIC stock, worth $891,443. This represents 0.52% of its overall portfolio holdings.
Number of Shares
33,614
Previous 36,250
7.27%
Holding current value
$891,443
Previous $953 Million
0.75%
% of portfolio
0.52%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$716 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$683 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio