Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 84,645 shares of DFAE stock, worth $2.19 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
84,645
Previous 87,498
3.26%
Holding current value
$2.19 Million
Previous $2.16 Billion
1.24%
% of portfolio
1.15%
Previous 1.13%
Shares
7 transactions
Others Institutions Holding DFAE
# of Institutions
430Shares Held
123MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$328 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$132 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$94.7 Million0.26% of portfolio