Ownership history in LAM GROUP, INC. · 13 quarters on record
This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA US Small Cap/Dimensional ETF Trust (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 101,898 | -3,348 | -3.2% | 4.06% | $7.1M | $69.67 |
| 2025 Q3 | REDUCED | 105,246 | -2,818 | -2.6% | 4.47% | $7.2M | $68.27 |
| 2025 Q2 | REDUCED | 108,064 | -4,141 | -3.7% | 4.60% | $6.9M | $63.36 |
| 2025 Q1 | REDUCED | 112,205 | -85 | -0.1% | 4.93% | $6.7M | $59.26 |
| 2024 Q4 | ADDED | 112,290 | +1,139 | +1.0% | 5.21% | $7.3M | $64.41 |
| 2024 Q3 | ADDED | 111,151 | +129 | +0.1% | 5.10% | $7.2M | $64.02 |
| 2024 Q2 | ADDED | 111,022 | +640 | +0.6% | 5.62% | $6.7M | $59.15 |
| 2024 Q1 | ADDED | 110,382 | +2,011 | +1.9% | 5.61% | $6.9M | $61.21 |
| 2023 Q4 | REDUCED | 108,371 | -1,731 | -1.6% | 5.88% | $6.5M | $58.44 |
| 2023 Q3 | REDUCED | 110,102 | -4,465 | -3.9% | 5.68% | $5.8M | $51.30 |
As of 2025 Q4 — sorted by position size