Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History
Lodestone Wealth Management LLC
- $188 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$239 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$176 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$159 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$150 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$150 Million1.87% of portfolio