Lakeshore Financial Planning, Inc. DIMENSIONAL ETF TRUST Transaction History

Lakeshore Financial Planning, Inc.

507,954

Previous 597,822 15.03%

$15.8 Billion

Previous $18.3 Billion 13.78%

6.33%

Previous 7.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	N/A	-89,868 Reduced 15.03%	507,954 $15.8 Billion
Q1 2025 May 15, 2025	BUY	N/A	13,336 Added 2.28%	597,822 $18.3 Billion
Q4 2024 Feb 11, 2025	BUY	N/A	1,157 Added 0.2%	584,486 $17.6 Billion
Q3 2024 Oct 31, 2024	SELL	N/A	-8,510 Reduced 1.44%	583,329 $18 Billion
Q2 2024 Jul 25, 2024	SELL	N/A	-10,247 Reduced 1.7%	591,839 $17.1 Billion
Q1 2024 May 10, 2024	SELL	N/A	-23,488 Reduced 3.75%	602,086 $18.1 Billion
Q3 2023 Nov 14, 2023	BUY	N/A	625,574 New	625,574 $15.5 Billion

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