Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 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 46,247 shares of DFIV stock, worth $1.83 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

46,247

Previous 46,369 0.26%

Holding current value

$1.83 Million

Previous $1.77 Billion 7.07%

% of portfolio

0.82%

Previous 0.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$34.86 - $37.97 $4,252 - $4,632	-122 Reduced 0.26%	46,247 $1.64 Billion
Q3 2024 Oct 29, 2024	SELL	$34.66 - $38.38 $112,991 - $125,118	-3,260 Reduced 6.57%	46,369 $1.77 Billion
Q2 2024 Jul 16, 2024	BUY	$35.5 - $38.02 $5,289 - $5,664	149 Added 0.3%	49,629 $1.78 Billion
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $71,537 - $79,306	2,158 Added 4.56%	49,480 $1.82 Billion
Q4 2023 Jan 24, 2024	BUY	$30.86 - $34.46 $36,939 - $41,248	1,197 Added 2.6%	47,322 $1.63 Billion
Q3 2023 Oct 20, 2023	BUY	$32.1 - $34.42 $469,045 - $502,945	14,612 Added 46.37%	46,125 $1.5 Billion
Q2 2023 Jul 25, 2023	BUY	$31.45 - $33.77 $769,581 - $826,351	24,470 Added 347.44%	31,513 $1.04 Billion
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $214,318 - $235,095	7,043 New	7,043 $227 Million

Others Institutions Holding DFIV

# of Institutions

630

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History