Lakeshore Financial Planning, Inc. Dimensional ETF Tr Transaction History

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 205,429 shares of DFIV stock, worth $7.88 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
205,429
Previous 300,852 31.72%
Holding current value
$7.88 Million
Previous $11.5 Billion 36.38%
% of portfolio
3.11%
Previous 5.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$34.86 - $37.97 $3.33 Million - $3.62 Million
-95,423 Reduced 31.72%
205,429 $7.29 Billion
Q3 2024

Oct 31, 2024
SELL
$34.66 - $38.38 $5.73 Million - $6.34 Million
-165,289 Reduced 35.46%
300,852 $11.5 Billion
Q2 2024

Jul 25, 2024
BUY
$35.5 - $38.02 $259,611 - $278,040
7,313 Added 1.59%
466,141 $16.8 Billion
Q1 2024

May 10, 2024
BUY
$33.15 - $36.75 $265,432 - $294,257
8,007 Added 1.78%
458,828 $16.9 Billion
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $14.5 Million - $15.5 Million
450,821 New
450,821 $14.7 Billion

Others Institutions Holding DFIV

# of Institutions
622
Shares Held
213M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email