Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 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 5,189 shares of DFAU stock, worth $195,729. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,189
Previous 5,169 0.39%
Holding current value
$195,729
Previous $205 Million 2.41%
% of portfolio
0.11%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$39.27 - $42.38 $785 - $847
20 Added 0.39%
5,189 $210 Million
Q3 2024

Oct 29, 2024
BUY
$35.8 - $39.69 $185,050 - $205,157
5,169 New
5,169 $205 Million

Others Institutions Holding DFAU

# of Institutions
490
Shares Held
203M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email