Lakeridge Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 113,640 shares of DFSD stock, worth $5.5 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
113,640
Previous 108,856 4.39%
Holding current value
$5.5 Million
Previous $5.23 Billion 4.79%
% of portfolio
2.43%
Previous 2.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$47.86 - $48.43 $228,962 - $231,689
4,784 Added 4.39%
113,640 $5.48 Billion
Q2 2025

Aug 07, 2025
SELL
$47.09 - $48.01 $32,021 - $32,646
-680 Reduced 0.62%
108,856 $5.23 Billion
Q1 2025

Apr 16, 2025
BUY
$46.74 - $47.55 $167,983 - $170,894
3,594 Added 3.39%
109,536 $5.21 Billion
Q4 2024

Jan 30, 2025
BUY
$46.75 - $47.8 $1.74 Million - $1.78 Million
37,321 Added 54.39%
105,942 $4.97 Billion
Q3 2024

Oct 07, 2024
SELL
$47.0 - $47.84 $104,340 - $106,204
-2,220 Reduced 3.13%
68,621 $3.28 Billion
Q2 2024

Aug 01, 2024
SELL
$46.64 - $47.15 $34,840 - $35,221
-747 Reduced 1.04%
70,841 $3.33 Billion
Q1 2024

Apr 29, 2024
BUY
$46.78 - $47.19 $217,714 - $219,622
4,654 Added 6.95%
71,588 $3.37 Billion
Q4 2023

Feb 14, 2024
BUY
$46.16 - $47.09 $3.09 Million - $3.15 Million
66,934 New
66,934 $3.15 Billion

Others Institutions Holding DFSD

# of Institutions
370
Shares Held
77.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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