Lodestone Wealth Management LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 48,516 shares of DFUS stock, worth $3.15 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

48,516

Previous 35,669 36.02%

Holding current value

$3.15 Million

Previous $2.1 Billion 43.76%

% of portfolio

1.51%

Previous 1.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$56.04 - $62.2 $719,945 - $799,083	12,847 Added 36.02%	48,516 $3.02 Billion
Q2 2024 Jul 16, 2024	BUY	$53.83 - $59.14 $62,065 - $68,188	1,153 Added 3.34%	35,669 $2.1 Billion
Q1 2024 Apr 30, 2024	BUY	$50.79 - $56.98 $116,105 - $130,256	2,286 Added 7.09%	34,516 $1.97 Billion
Q4 2023 Jan 24, 2024	BUY	$44.51 - $52.0 $81,809 - $95,576	1,838 Added 6.05%	32,230 $1.67 Billion
Q3 2023 Oct 20, 2023	BUY	$46.29 - $49.87 $1.41 Million - $1.52 Million	30,392 New	30,392 $1.41 Billion
Q1 2023 May 15, 2023	BUY	$41.24 - $45.43 $63,880 - $70,371	1,549 Added 27.65%	7,152 $318 Million
Q4 2022 Feb 09, 2023	BUY	$38.86 - $44.32 $217,732 - $248,324	5,603 New	5,603 $233 Million

Others Institutions Holding DFUS

# of Institutions

644

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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