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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

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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 $721k 30k 23.85
2025-06-30 $698k 30k 23.46
2025-03-31 $718k 30k 23.77
2024-12-31 $646k 28k 23.27
2024-09-30 $574k 22k 25.64
2024-06-30 $457k 21k 22.10
2024-03-31 $408k 18k 22.37