Lodestone Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 16,581 shares of DFAT stock, worth $871,497. This represents 0.45% of its overall portfolio holdings.

Number of Shares
16,581
Previous 14,967 10.78%
Holding current value
$871,497
Previous $833 Million 2.48%
% of portfolio
0.45%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$50.44 - $58.1 $81,410 - $93,773
1,614 Added 10.78%
16,581 $854 Million
Q4 2024

Jan 30, 2025
BUY
$54.54 - $61.04 $130,459 - $146,007
2,392 Added 19.02%
14,967 $833 Million
Q3 2024

Oct 29, 2024
BUY
$51.0 - $57.07 $78,336 - $87,659
1,536 Added 13.91%
12,575 $700 Million
Q2 2024

Jul 16, 2024
BUY
$50.18 - $54.47 $75,320 - $81,759
1,501 Added 15.74%
11,039 $573 Million
Q1 2024

Apr 30, 2024
BUY
$49.45 - $54.43 $118,037 - $129,924
2,387 Added 33.38%
9,538 $519 Million
Q4 2023

Jan 24, 2024
BUY
$42.71 - $53.09 $305,419 - $379,646
7,151 New
7,151 $374 Million

Others Institutions Holding DFAT

# of Institutions
770
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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