Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 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 67,928 shares of DFAI stock, worth $2 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

67,928

Previous 67,716 0.31%

Holding current value

$2 Million

Previous $2.01 Billion 7.45%

% of portfolio

1.08%

Previous 1.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

539

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History