Lakeridge Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Lakeridge Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$753K	Buy
2025 Q2	$695K	Sell
2025 Q1	$1.15M	Sell
2024 Q4	$1.43M	Sell
2024 Q3	$1.96M	Sell
2024 Q2	$2.08M	Sell
2024 Q1	$2.36M	Sell
2023 Q4	$2.4M	Buy