Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

  • $191 Billion
  • Q1 2024

A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 87,498 shares of DFAE stock, worth $2.31 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
87,498
Previous 87,396 0.12%
Holding current value
$2.31 Million
Previous $2.11 Billion 2.65%
% of portfolio
1.13%
Previous 1.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$22.74 - $24.88 $2,319 - $2,537
102 Added 0.12%
87,498 $2.16 Billion
Q4 2023

Jan 24, 2024
SELL
$21.63 - $24.11 $62,229 - $69,364
-2,877 Reduced 3.19%
87,396 $2.11 Billion
Q3 2023

Oct 20, 2023
SELL
$22.43 - $24.83 $121,996 - $135,050
-5,439 Reduced 5.68%
90,273 $2.04 Billion
Q2 2023

Jul 25, 2023
SELL
$22.38 - $24.3 $315,177 - $342,216
-14,083 Reduced 12.83%
95,712 $2.25 Billion
Q1 2023

May 15, 2023
SELL
$21.78 - $24.36 $34,978 - $39,122
-1,606 Reduced 1.44%
109,795 $2.53 Billion
Q4 2022

Feb 09, 2023
BUY
$20.68 - $22.73 $2.3 Million - $2.53 Million
111,401 New
111,401 $2.45 Billion

Others Institutions Holding DFAE

# of Institutions
425
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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