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Dimensional Etf Trust shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 77k 38.57
2025-06-30 $2.8M 77k 35.84
2025-03-31 $3.8M 116k 32.99
2024-12-31 $3.8M 111k 34.59
2024-09-30 $3.3M 97k 34.29
2024-06-30 $2.8M 88k 32.24
2024-03-31 $2.5M 79k 31.95

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
First Tr Exchange-traded A Com Shs (FNX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Lakeridge Wealth Management

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
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Apella Capital
Envestnet Asset Management
Buckingham Strategic Partners
Rockwood Wealth Management
Plan
SJS Investment Consulting
Commonwealth Equity Services
Geometric Wealth Advisors
Savant Capital Management
Sontag Advisory
Greenspring Advisors

View all funds holding Dimensional Etf Trust