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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
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

More positions owned by Lakeshore Financial Planning

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

View all positions for Lakeshore Financial Planning

Top funds holding Dimensional Etf Trust

CI Private Wealth
Pathstone Holdings
Foster Group
EP Wealth Advisors
Mosaic Family Wealth Partners
Truepoint
DiNuzzo Private Wealth
Summit Financial Strategies
Cable Hill Partners
WPWealth
Resources Investment Advisors
HighTower Advisors
Goss Wealth Management
EnRich Financial Partners
Savant Capital Management

View all funds holding Dimensional Etf Trust