Lakeridge Wealth Management LLC Dimensional ETF Tr Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 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 12,355 shares of DFAI stock, worth $458,246. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,355
Previous 11,943 3.45%
Holding current value
$458,246
Previous $434 Million 8.46%
% of portfolio
0.21%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$35.82 - $37.52 $14,757 - $15,458
412 Added 3.45%
12,355 $471 Million
Q3 2025

Oct 17, 2025
BUY
$34.05 - $36.55 $1,600 - $1,717
47 Added 0.4%
11,943 $434 Million
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
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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