LWM
Lakeridge Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
16,417
-13,579
| -45% | -$575K | 0.32% | 56 |
|
|
2025
Q1 | $1.15M | Sell |
29,996
-5,368
| -15% | -$206K | 0.58% | 33 |
|
|
2024
Q4 | $1.43M | Sell |
35,364
-14,120
| -29% | -$572K | 0.74% | 25 |
|
|
2024
Q3 | $1.96M | Sell |
49,484
-5,974
| -11% | -$237K | 1.08% | 20 |
|
|
2024
Q2 | $2.08M | Sell |
55,458
-9,166
| -14% | -$344K | 1.25% | 17 |
|
|
2024
Q1 | $2.36M | Sell |
64,624
-7,434
| -10% | -$272K | 1.53% | 16 |
|
|
2023
Q4 | $2.4M | Buy |
+72,058
| New | +$2.4M | 1.73% | 14 |
|