Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

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 11,896 shares of DFAI stock, worth $438,962. This represents 0.19% of its overall portfolio holdings.

Number of Shares

11,896

Previous 19,040 37.52%

Holding current value

$438,962

Previous $595 Million 30.84%

% of portfolio

0.19%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$28.02 - $34.71 $200,174 - $247,968	-7,144 Reduced 37.52%	11,896 $411 Million
Q1 2025 Apr 16, 2025	SELL	$28.88 - $32.4 $72,690 - $81,550	-2,517 Reduced 11.68%	19,040 $595 Million
Q4 2024 Jan 30, 2025	SELL	$29.0 - $31.6 $340,663 - $371,205	-11,747 Reduced 35.27%	21,557 $629 Million
Q3 2024 Oct 07, 2024	SELL	$28.69 - $32.06 $145,314 - $162,383	-5,065 Reduced 13.2%	33,304 $1.06 Billion
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

681

Shares Held

255M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History