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 49,629 shares of DFIV stock, worth $1.88 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
49,629
Previous 49,480
0.3%
Holding current value
$1.88 Million
Previous $1.82 Billion
1.91%
% of portfolio
0.94%
Previous 0.95%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio