Lakeshore Financial Planning, Inc. DIMENSIONAL ETF TRUST Transaction History

Lakeshore Financial Planning, Inc.

  • $198 Billion
  • Q1 2024
Number of Shares
602,086
Previous 625,574 3.75%
Holding current value
$18.1 Billion
Previous $15.5 Billion 16.34%
% of portfolio
9.14%
Previous 8.85%

Shares

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