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Dimensional Etf Trust shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) 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 $574k 22k 25.64
2024-06-30 $457k 21k 22.10
2024-03-31 $408k 18k 22.37

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

Vista Wealth Management Group
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
Savant Capital Management
RAM Investment Partners
Moisand Fitzgerald Tamayo
Rather & Kittrell
Great Oak Capital Partners
Root Financial Partners
Brown Financial Advisory
Bridgewater Advisors
BKD Wealth Advisors
Burns Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust