Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lakeridge Wealth Management LLC

$225 Billion
Q3 2025

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 15,845 shares of DFIC stock, worth $528,906. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,845

Previous 15,819 0.16%

Holding current value

$528,906

Previous $492 Million 5.64%

% of portfolio

0.23%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$30.76 - $33.01 $799 - $858	26 Added 0.16%	15,845 $520 Million
Q2 2025 Aug 07, 2025	SELL	$24.94 - $31.15 $170,115 - $212,474	-6,821 Reduced 30.13%	15,819 $492 Million
Q1 2025 Apr 16, 2025	SELL	$25.54 - $28.79 $39,306 - $44,307	-1,539 Reduced 6.37%	22,640 $629 Million
Q4 2024 Jan 30, 2025	SELL	$25.61 - $28.0 $241,630 - $264,180	-9,435 Reduced 28.07%	24,179 $625 Million
Q3 2024 Oct 07, 2024	SELL	$25.36 - $28.37 $66,848 - $74,783	-2,636 Reduced 7.27%	33,614 $946 Million

Q2 2024 Aug 01, 2024	SELL	$25.73 - $27.44 $62,935 - $67,118	-2,446 Reduced 6.32%	36,250 $953 Million
Q1 2024 Apr 29, 2024	SELL	$24.62 - $26.83 $77,183 - $84,112	-3,135 Reduced 7.49%	38,696 $1.04 Billion
Q4 2023 Feb 14, 2024	BUY	$22.18 - $25.58 $927,811 - $1.07 Million	41,831 New	41,831 $1.07 Billion

Others Institutions Holding DFIC

# of Institutions

526

Shares Held

282M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

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.

Account

Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History