Lakeshore Financial Planning, Inc. Dimensional ETF Tr Transaction History

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 300,852 shares of DFIV stock, worth $11 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares
300,852
Previous 466,141 35.46%
Holding current value
$11 Million
Previous $16.8 Billion 31.62%
% of portfolio
5.05%
Previous 8.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$34.66 - $38.38 $5.73 Million - $6.34 Million
-165,289 Reduced 35.46%
300,852 $11.5 Billion
Q2 2024

Jul 25, 2024
BUY
$35.5 - $38.02 $259,611 - $278,040
7,313 Added 1.59%
466,141 $16.8 Billion
Q1 2024

May 10, 2024
BUY
$33.15 - $36.75 $265,432 - $294,257
8,007 Added 1.78%
458,828 $16.9 Billion
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $14.5 Million - $15.5 Million
450,821 New
450,821 $14.7 Billion

Others Institutions Holding DFIV

# of Institutions
560
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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