Lakeshore Financial Planning, Inc. DIMENSIONAL ETF TRUST Transaction History

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024
Number of Shares
583,329
Previous 591,839 1.44%
Holding current value
$18 Billion
Previous $17.1 Billion 5.04%
% of portfolio
7.92%
Previous 8.35%

Shares

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