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 55,458 shares of DFAU stock, worth $2.1 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
55,458
Previous 64,624 14.18%
Holding current value
$2.1 Million
Previous $2.36 Billion 11.95%
% of portfolio
1.25%
Previous 1.53%

Shares

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

Aug 01, 2024
SELL
$34.53 - $37.67 $316,501 - $345,283
-9,166 Reduced 14.18%
55,458 $2.08 Billion
Q1 2024

Apr 29, 2024
SELL
$32.59 - $36.54 $242,274 - $271,638
-7,434 Reduced 10.32%
64,624 $2.36 Billion
Q4 2023

Feb 14, 2024
BUY
$28.58 - $33.37 $2.06 Million - $2.4 Million
72,058 New
72,058 $2.4 Billion

Others Institutions Holding DFAU

# of Institutions
399
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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