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Dimensional Etf Trust shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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
2024-09-30 $1.1M 33k 31.78
2024-06-30 $1.1M 38k 29.67
2024-03-31 $1.2M 40k 30.22

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Bank of America Corporation
Cable Hill Partners
Northern Trust
CI Private Wealth
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Pure Financial Advisors
Resources Investment Advisors
Root Financial Partners
Hartland & Co
Mariner Wealth Advisors
EP Wealth Advisors
Marquette Asset Management

View all funds holding Dimensional Etf Trust