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 World ex US Core 2 /Dimensional ETF Trust (DFAX). 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 | 63,131 | -1,475 | -2.3% | 1.18% | $2.1M | $32.73 |
| 2025 Q3 | REDUCED | 64,606 | -1,923 | -2.9% | 1.26% | $2.0M | $31.16 |
| 2025 Q2 | REDUCED | 66,529 | -10 | -0.0% | 1.31% | $2.0M | $28.99 |
| 2025 Q1 | REDUCED | 66,539 | -649 | -1.0% | 1.28% | $1.7M | $25.54 |
| 2024 Q4 | ADDED | 67,188 | +30 | +0.0% | 1.19% | $1.7M | $24.17 |
| 2024 Q3 | UNCHANGED | 67,158 | — | 0% | 1.28% | $1.8M | $26.02 |
| 2024 Q2 | REDUCED | 67,158 | -95 | -0.1% | 1.44% | $1.7M | $24.32 |
| 2024 Q1 | REDUCED | 67,253 | -5 | -0.0% | 1.39% | $1.7M | $24.06 |
| 2023 Q4 | UNCHANGED | 67,258 | — | 0% | 1.50% | $1.6M | $23.07 |
| 2023 Q3 | REDUCED | 67,258 | -623 | -0.9% | 1.49% | $1.5M | $21.12 |
As of 2025 Q4 — sorted by position size