Lodestone Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 23,716 shares of DFAR stock, worth $597,406. This represents 0.37% of its overall portfolio holdings.

Number of Shares
23,716
Previous 18,597 27.53%
Holding current value
$597,406
Previous $535 Million 36.48%
% of portfolio
0.37%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$21.91 - $26.03 $112,157 - $133,247
5,119 Added 27.53%
23,716 $730 Million
Q2 2024

Jul 16, 2024
BUY
$20.41 - $22.23 $20,695 - $22,541
1,014 Added 5.77%
18,597 $535 Million
Q1 2024

Apr 30, 2024
BUY
$21.28 - $22.96 $30,643 - $33,062
1,440 Added 8.92%
17,583 $529 Million
Q4 2023

Jan 24, 2024
BUY
$18.45 - $23.08 $297,838 - $372,580
16,143 New
16,143 $470 Million

Others Institutions Holding DFAR

# of Institutions
218
Shares Held
35.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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