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

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 123,150 shares of DFAT stock, worth $6.92 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

123,150

Previous 129,214 4.69%

Holding current value

$6.92 Million

Previous $6.65 Billion 0.12%

% of portfolio

2.67%

Previous 2.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$44.8 - $53.97 $271,667 - $327,274	-6,064 Reduced 4.69%	123,150 $6.65 Billion
Q1 2025 May 15, 2025	SELL	$50.44 - $58.1 $7.5 Million - $8.64 Million	-148,705 Reduced 53.51%	129,214 $6.65 Billion
Q4 2024 Feb 11, 2025	SELL	$54.54 - $61.04 $128,878 - $144,237	-2,363 Reduced 0.84%	277,919 $15.5 Billion
Q3 2024 Oct 31, 2024	SELL	$51.0 - $57.07 $253,929 - $284,151	-4,979 Reduced 1.75%	280,282 $15.6 Billion
Q2 2024 Jul 25, 2024	SELL	$50.18 - $54.47 $102,768 - $111,554	-2,048 Reduced 0.71%	285,261 $14.8 Billion
Q1 2024 May 10, 2024	SELL	$49.45 - $54.43 $1.32 Million - $1.45 Million	-26,706 Reduced 8.5%	287,309 $15.6 Billion
Q3 2023 Nov 14, 2023	BUY	$45.07 - $49.71 $14.2 Million - $15.6 Million	314,015 New	314,015 $14.3 Billion

Others Institutions Holding DFAT

# of Institutions

776

Shares Held

170M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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