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

Lakeshore Financial Planning, Inc.

$240 Billion
Q1 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 25,974 shares of DFUS stock, worth $1.66 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

25,974

Previous 25,768 0.8%

Holding current value

$1.66 Million

Previous $1.64 Billion 4.37%

% of portfolio

0.65%

Previous 0.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$59.61 - $66.71 $12,279 - $13,742	206 Added 0.8%	25,974 $1.57 Billion
Q4 2024 Feb 11, 2025	BUY	$61.52 - $66.5 $219,441 - $237,205	3,567 Added 16.07%	25,768 $1.64 Billion
Q3 2024 Oct 31, 2024	BUY	$56.04 - $62.2 $75,710 - $84,032	1,351 Added 6.48%	22,201 $1.38 Billion
Q2 2024 Jul 25, 2024	BUY	$53.83 - $59.14 $292,296 - $321,130	5,430 Added 35.21%	20,850 $1.23 Billion
Q1 2024 May 10, 2024	BUY	$50.79 - $56.98 $69,328 - $77,777	1,365 Added 9.71%	15,420 $879 Million
Q3 2023 Nov 14, 2023	BUY	$46.29 - $49.87 $650,605 - $700,922	14,055 New	14,055 $654 Million

Others Institutions Holding DFUS

# of Institutions

761

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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