Dimensional Etf Trust shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 124k | 58.21 |
| 2025-06-30 | $6.6M | 123k | 53.96 |
| 2025-03-31 | $6.7M | 129k | 51.49 |
| 2024-12-31 | $16M | 278k | 55.66 |
| 2024-09-30 | $16M | 280k | 55.63 |
| 2024-06-30 | $15M | 285k | 51.87 |
| 2024-03-31 | $16M | 287k | 54.43 |
| 2023-09-30 | $14M | 314k | 45.69 |
More positions owned by Lakeshore Financial Planning
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