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
Download as csvQuarterly 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 |
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