Lodestone Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 49,298 shares of DEHP stock, worth $1.23 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
49,298
Previous 50,944
3.23%
Holding current value
$1.23 Million
Previous $1.36 Billion
1.91%
% of portfolio
0.69%
Previous 0.72%
Shares
6 transactions
Others Institutions Holding DEHP
# of Institutions
72Shares Held
5.28MCall Options Held
0Put Options Held
0-
Unison Advisors LLC1.23MShares$30.8 Million3.99% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA479KShares$12 Million0.15% of portfolio
-
Quadcap Wealth Management, LLC Frisco, TX243KShares$6.09 Million1.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY240KShares$6 Million0.07% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA222KShares$5.55 Million0.94% of portfolio