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 68,791 shares of DFAI stock, worth $2.39 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

68,791

Previous 68,518 0.4%

Holding current value

$2.39 Million

Previous $2 Billion 7.38%

% of portfolio

1.14%

Previous 1.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$28.88 - $32.4 $7,884 - $8,845	273 Added 0.4%	68,791 $2.15 Billion
Q4 2024 Jan 30, 2025	BUY	$29.0 - $31.6 $17,110 - $18,644	590 Added 0.87%	68,518 $2 Billion
Q3 2024 Oct 29, 2024	BUY	$28.69 - $32.06 $6,082 - $6,796	212 Added 0.31%	67,928 $2.16 Billion
Q2 2024 Jul 16, 2024	BUY	$28.93 - $30.91 $13,510 - $14,434	467 Added 0.69%	67,716 $2.01 Billion
Q1 2024 Apr 30, 2024	BUY	$27.74 - $30.27 $2,357 - $2,572	85 Added 0.13%	67,249 $2.03 Billion
Q4 2023 Jan 24, 2024	SELL	$24.88 - $28.69 $11,544 - $13,312	-464 Reduced 0.69%	67,164 $1.92 Billion
Q3 2023 Oct 20, 2023	BUY	$26.0 - $28.17 $13,624 - $14,761	524 Added 0.78%	67,628 $1.77 Billion
Q2 2023 Jul 25, 2023	BUY	$26.46 - $28.05 $26,195 - $27,769	990 Added 1.5%	67,104 $1.83 Billion
Q1 2023 May 15, 2023	SELL	$25.21 - $27.45 $22,941 - $24,979	-910 Reduced 1.36%	66,114 $1.78 Billion
Q4 2022 Feb 09, 2023	BUY	$21.47 - $25.85 $1.44 Million - $1.73 Million	67,024 New	67,024 $1.68 Billion

Others Institutions Holding DFAI

# of Institutions

674

Shares Held

245M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History