Lakeshore Financial Planning, Inc. reported DIMENSIONAL ETF TRUST (DFLV) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.06% in 2026 Q1. The latest visible filing shows DFLV at 12.06% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lakeshore Financial Planning, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
DFLV was reported at 12.06% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
Lakeshore Financial Planning, Inc. reported DFLV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.
The largest reported portfolio weight for DFLV was 12.06% in 2026 Q1.
The most recent filing on this page is 2026 Q1, when Lakeshore Financial Planning, Inc. reported 931,589 shares, equal to 12.06% of portfolio, with an estimated market value of $33.3M.
The chart compares Lakeshore Financial Planning, Inc.'s quarterly DFLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent DFLV price moves, Lakeshore Financial Planning, Inc. correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on DFLV relative to SPY over the holding period was -2.6%.