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

Lodestone Wealth Management LLC

$222 Billion
Q3 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 17,398 shares of DFAT stock, worth $990,642. This represents 0.46% of its overall portfolio holdings.

Number of Shares

17,398

Previous 16,581 4.93%

Holding current value

$990,642

Previous $854 Million 18.62%

% of portfolio

0.46%

Previous 0.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$53.36 - $59.69 $43,595 - $48,766	817 Added 4.93%	17,398 $1.01 Billion
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

807

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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