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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
2024-03-31 $1.2M 40k 30.22

More positions owned by Lakeridge Wealth Management

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

View all positions for Lakeridge Wealth Management

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Cable Hill Partners
Bank of America Corporation
CI Private Wealth
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Marquette Asset Management
Resources Investment Advisors
LVZ Advisors
Mariner Wealth Advisors
Wilbanks Smith & Thomas Asset Management
Northern Trust
RVW Wealth
Evoke Wealth
Private Ocean

View all funds holding Dimensional Etf Trust