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Global X Fds shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 51k 30.37

More positions owned by Lakeshore Financial Planning

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

View all positions for Lakeshore Financial Planning

Top funds holding Global X Fds

Bank of America Corporation
LPL Financial
Morgan Stanley
Wells Fargo & Company
UBS Group
HighTower Advisors
Northwestern Mutual Wealth Management Company
Hedeker Wealth Management
Cetera Investment Advisers
Raymond James Financial
Royal Bank of Canada
New Wave Wealth Advisors
Envestnet Asset Management
Foguth Wealth Management
Advisor Group Holdings

View all funds holding Global X Fds