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

Lakeridge Wealth Management LLC

$182 Billion
Q3 2024

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 96,453 shares of DFAC stock, worth $3.4 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

96,453

Previous 87,676 10.01%

Holding current value

$3.4 Million

Previous $2.83 Billion 17.01%

% of portfolio

1.82%

Previous 1.7%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

921

Shares Held

741M

Call Options Held

76K

Put Options Held

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