Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 38,369 shares of DFAI stock, worth $1.19 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
38,369
Previous 40,329 4.86%
Holding current value
$1.19 Million
Previous $1.22 Billion 6.59%
% of portfolio
0.68%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$28.93 - $30.91 $56,702 - $60,583
-1,960 Reduced 4.86%
38,369 $1.14 Billion
Q1 2024

Apr 29, 2024
SELL
$27.74 - $30.27 $64,051 - $69,893
-2,309 Reduced 5.42%
40,329 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $1.06 Million - $1.22 Million
42,638 New
42,638 $1.22 Billion

Others Institutions Holding DFAI

# of Institutions
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email