Lodestone Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 12,575 shares of DFAT stock, worth $756,763. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,575
Previous 11,039 13.91%
Holding current value
$756,763
Previous $573 Million 22.17%
% of portfolio
0.35%
Previous 0.3%

Shares

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

Oct 29, 2024
BUY
$51.0 - $57.07 $78,336 - $87,659
1,536 Added 13.91%
12,575 $700 Million
Q2 2024

Jul 16, 2024
BUY
$50.18 - $54.47 $75,320 - $81,759
1,501 Added 15.74%
11,039 $573 Million
Q1 2024

Apr 30, 2024
BUY
$49.45 - $54.43 $118,037 - $129,924
2,387 Added 33.38%
9,538 $519 Million
Q4 2023

Jan 24, 2024
BUY
$42.71 - $53.09 $305,419 - $379,646
7,151 New
7,151 $374 Million

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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