Lakeridge Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Lakeridge Wealth Management LLC

$200 Billion
Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 115,625 shares of DFAC stock, worth $3.95 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

115,625

Previous 110,559 4.58%

Holding current value

$3.95 Million

Previous $3.82 Billion 0.26%

% of portfolio

1.91%

Previous 1.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$32.42 - $36.13 $164,239 - $183,034	5,066 Added 4.58%	115,625 $3.81 Billion
Q4 2024 Jan 30, 2025	BUY	$33.92 - $36.6 $478,475 - $516,279	14,106 Added 14.62%	110,559 $3.82 Billion
Q3 2024 Oct 07, 2024	BUY	$31.05 - $34.29 $272,525 - $300,963	8,777 Added 10.01%	96,453 $3.31 Billion
Q2 2024 Aug 01, 2024	BUY	$30.09 - $32.37 $258,172 - $277,734	8,580 Added 10.85%	87,676 $2.83 Billion
Q1 2024 Apr 29, 2024	BUY	$28.62 - $31.95 $342,495 - $382,345	11,967 Added 17.83%	79,096 $2.53 Billion
Q4 2023 Feb 14, 2024	BUY	$24.91 - $29.38 $1.67 Million - $1.97 Million	67,129 New	67,129 $1.96 Billion

Others Institutions Holding DFAC

# of Institutions

1,091

Shares Held

811M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Lakeridge Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History