Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

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 45,660 shares of DFIV stock, worth $1.82 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
45,660
Previous 46,247 1.27%
Holding current value
$1.82 Million
Previous $1.64 Billion 9.53%
% of portfolio
0.96%
Previous 0.82%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$35.33 - $40.77 $20,738 - $23,931
-587 Reduced 1.27%
45,660 $1.8 Billion
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
646
Shares Held
215M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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