Lodestone Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 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 49,251 shares of DFEM stock, worth $1.63 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
49,251
Previous 50,573
2.61%
Holding current value
$1.63 Million
Previous $1.62 Billion
0.45%
% of portfolio
0.66%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
498Shares Held
176MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio