Lodestone Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lodestone Wealth Management LLC
- $188 Billion
- Q1 2025
A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 49,158 shares of DFEM stock, worth $1.6 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
49,158
Previous 49,183
0.05%
Holding current value
$1.6 Million
Previous $1.29 Billion
0.98%
% of portfolio
0.69%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$545 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$214 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$129 Million1.18% of portfolio