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

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

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 47,497 shares of DFUS stock, worth $2.85 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
47,497
Previous 48,373 1.81%
Holding current value
$2.85 Million
Previous $3.08 Billion 6.85%
% of portfolio
1.53%
Previous 1.55%

Shares

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

Apr 28, 2025
SELL
$59.61 - $66.71 $52,218 - $58,437
-876 Reduced 1.81%
47,497 $2.87 Billion
Q4 2024

Jan 30, 2025
SELL
$61.52 - $66.5 $8,797 - $9,509
-143 Reduced 0.29%
48,373 $3.08 Billion
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
746
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email