Lakeridge Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 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 24,179 shares of DFIC stock, worth $647,997. This represents 0.32% of its overall portfolio holdings.

Number of Shares
24,179
Previous 33,614 28.07%
Holding current value
$647,997
Previous $946 Million 33.94%
% of portfolio
0.32%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
386
Shares Held
2.26B
Call Options Held
0
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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