Lakeshore Financial Planning, Inc. Dimensional ETF Tr U S Target Transaction History

Lakeshore Financial Planning, Inc.

$227 Billion
Q3 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 280,282 shares of DFAT stock, worth $16.1 Million. This represents 6.87% of its overall portfolio holdings.

Number of Shares

280,282

Previous 285,261 1.75%

Holding current value

$16.1 Million

Previous $14.8 Billion 5.38%

% of portfolio

6.87%

Previous 7.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$51.0 - $57.07 $253,929 - $284,151	-4,979 Reduced 1.75%	280,282 $15.6 Billion
Q2 2024 Jul 25, 2024	SELL	$50.18 - $54.47 $102,768 - $111,554	-2,048 Reduced 0.71%	285,261 $14.8 Billion
Q1 2024 May 10, 2024	SELL	$49.45 - $54.43 $1.32 Million - $1.45 Million	-26,706 Reduced 8.5%	287,309 $15.6 Billion
Q3 2023 Nov 14, 2023	BUY	$45.07 - $49.71 $14.2 Million - $15.6 Million	314,015 New	314,015 $14.3 Billion

Others Institutions Holding DFAT

# of Institutions

681

Shares Held

159M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Lakeshore Financial Planning, Inc. Dimensional ETF Tr U S Target Transaction History