Lodestone Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 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 35,669 shares of DFUS stock, worth $2.22 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
35,669
Previous 34,516
3.34%
Holding current value
$2.22 Million
Previous $1.97 Billion
6.73%
% of portfolio
1.11%
Previous 1.03%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio