Lakeshore Financial Planning, Inc. Dimensional ETF Tr Transaction History
Lakeshore Financial Planning, Inc.
- $205 Billion
- Q2 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 466,141 shares of DFIV stock, worth $17.7 Million. This represents 8.18% of its overall portfolio holdings.
Number of Shares
466,141
Previous 458,828
1.59%
Holding current value
$17.7 Million
Previous $16.9 Billion
0.65%
% of portfolio
8.18%
Previous 8.53%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$633 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$555 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$423 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$275 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$254 Million0.04% of portfolio