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 5,169 shares of DFAU stock, worth $213,789. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,169Holding current value
$213,789% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$119 Million0.71% of portfolio