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Dimensional Etf Trust shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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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 $3.0M 66k 46.12
2025-06-30 $2.8M 65k 42.83
2025-03-31 $2.6M 65k 39.36
2024-12-31 $7.3M 205k 35.48
2024-09-30 $12M 301k 38.08
2024-06-30 $17M 466k 35.94
2024-03-31 $17M 459k 36.75
2023-09-30 $15M 451k 32.62

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust