Lakeridge Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Lakeridge Wealth Management LLC

$200 Billion
Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 109,536 shares of DFSD stock, worth $5.23 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

109,536

Previous 105,942 3.39%

Holding current value

$5.23 Million

Previous $4.97 Billion 4.8%

% of portfolio

2.6%

Previous 2.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$46.74 - $47.55 $167,983 - $170,894	3,594 Added 3.39%	109,536 $5.21 Billion
Q4 2024 Jan 30, 2025	BUY	$46.75 - $47.8 $1.74 Million - $1.78 Million	37,321 Added 54.39%	105,942 $4.97 Billion
Q3 2024 Oct 07, 2024	SELL	$47.0 - $47.84 $104,340 - $106,204	-2,220 Reduced 3.13%	68,621 $3.28 Billion
Q2 2024 Aug 01, 2024	SELL	$46.64 - $47.15 $34,840 - $35,221	-747 Reduced 1.04%	70,841 $3.33 Billion
Q1 2024 Apr 29, 2024	BUY	$46.78 - $47.19 $217,714 - $219,622	4,654 Added 6.95%	71,588 $3.37 Billion
Q4 2023 Feb 14, 2024	BUY	$46.16 - $47.09 $3.09 Million - $3.15 Million	66,934 New	66,934 $3.15 Billion

Others Institutions Holding DFSD

# of Institutions

339

Shares Held

68.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Lakeridge Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History