Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

$188 Billion
Q1 2025

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 82,799 shares of DFAE stock, worth $2.46 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

82,799

Previous 84,960 2.54%

Holding current value

$2.46 Million

Previous $2.16 Billion 0.55%

% of portfolio

1.14%

Previous 1.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$24.64 - $26.86 $53,247 - $58,044	-2,161 Reduced 2.54%	82,799 $2.14 Billion
Q4 2024 Jan 30, 2025	BUY	$25.36 - $28.15 $5,934 - $6,587	234 Added 0.28%	84,960 $2.16 Billion
Q3 2024 Oct 29, 2024	BUY	$24.46 - $27.82 $1,981 - $2,253	81 Added 0.1%	84,726 $2.32 Billion
Q2 2024 Jul 16, 2024	SELL	$24.03 - $26.3 $68,557 - $75,033	-2,853 Reduced 3.26%	84,645 $2.19 Billion
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	$19.67 - $22.73 $2.19 Million - $2.53 Million	111,401 New	111,401 $2.45 Billion

Others Institutions Holding DFAE

# of Institutions

590

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History