Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 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 36,250 shares of DFIC stock, worth $993,250. This represents 0.57% of its overall portfolio holdings.

Number of Shares
36,250
Previous 38,696 6.32%
Holding current value
$993,250
Previous $1.04 Billion 7.93%
% of portfolio
0.57%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
342
Shares Held
218M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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