Lodestone Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
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 49,183 shares of DFEM stock, worth $1.3 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
49,183Holding current value
$1.3 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$431 Million8.46% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$156 Million0.24% of portfolio
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Buckingham Strategic Partners Saint Louis, MO5.14MShares$136 Million2.46% of portfolio
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Truepoint, Inc.4.75MShares$125 Million3.4% of portfolio
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Sequoia Financial Advisors, LLC4.21MShares$111 Million0.96% of portfolio