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 67,716 shares of DFAI stock, worth $2.07 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
67,716
Previous 67,249
0.69%
Holding current value
$2.07 Million
Previous $2.03 Billion
1.14%
% of portfolio
1.06%
Previous 1.07%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
495Shares Held
143MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$186 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$167 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$143 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$118 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$102 Million15.43% of portfolio