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Dimensional Etf Trust shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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 $17M 518k 32.90
2025-06-30 $16M 508k 31.02
2025-03-31 $18M 598k 30.57
2024-12-31 $18M 585k 30.03
2024-09-30 $18M 583k 30.81
2024-06-30 $17M 592k 28.91
2024-03-31 $18M 602k 29.99
2023-09-30 $16M 626k 24.81