Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 22,370 shares of DFAR stock, worth $576,251. This represents 0.32% of its overall portfolio holdings.
Number of Shares
22,370
Previous 20,660
8.28%
Holding current value
$576,251
Previous $457 Million
25.62%
% of portfolio
0.32%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$76 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$56.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$49.6 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.2 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$34.2 Million2.99% of portfolio