Lodestone Wealth Management LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,705 shares of DFAC stock, worth $248,554. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,705
Previous 30,437 77.97%
Holding current value
$248,554
Previous $962 Million 77.02%
% of portfolio
0.12%
Previous 0.48%

Shares

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

Apr 28, 2025
SELL
$32.42 - $36.13 $769,391 - $857,437
-23,732 Reduced 77.97%
6,705 $221 Million
Q4 2024

Jan 30, 2025
BUY
$33.92 - $36.6 $1.03 Million - $1.11 Million
30,437 New
30,437 $962 Million
Q2 2023

Jul 25, 2023
BUY
$24.86 - $27.15 $518,529 - $566,294
20,858 New
20,858 $1 Billion

Others Institutions Holding DFAC

# of Institutions
1,111
Shares Held
820M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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