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 67,249 shares of DFAI stock, worth $2.03 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
67,249
Previous 67,164 0.13%
Holding current value
$2.03 Million
Previous $1.92 Billion 5.65%
% of portfolio
1.07%
Previous 1.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.24 - $25.85 $1.56 Million - $1.73 Million
67,024 New
67,024 $1.68 Billion

Others Institutions Holding DFAI

# of Institutions
490
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

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