Lakeridge Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
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 105,942 shares of DFSD stock, worth $5 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
105,942
Previous 68,621
54.39%
Holding current value
$5 Million
Previous $3.28 Billion
51.61%
% of portfolio
2.57%
Previous 1.8%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio