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

Lodestone Wealth Management LLC

  • $190 Billion
  • Q2 2024

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 11,039 shares of DFAT stock, worth $609,463. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,039
Previous 9,538 15.74%
Holding current value
$609,463
Previous $519 Million 10.29%
% of portfolio
0.3%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
649
Shares Held
156M
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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