Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

  • $191 Billion
  • Q1 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 49,480 shares of DFIV stock, worth $1.81 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
49,480
Previous 47,322 4.56%
Holding current value
$1.81 Million
Previous $1.63 Billion 11.83%
% of portfolio
0.95%
Previous 0.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$33.15 - $36.75 $71,537 - $79,306
2,158 Added 4.56%
49,480 $1.82 Billion
Q4 2023

Jan 24, 2024
BUY
$30.86 - $34.46 $36,939 - $41,248
1,197 Added 2.6%
47,322 $1.63 Billion
Q3 2023

Oct 20, 2023
BUY
$32.1 - $34.42 $469,045 - $502,945
14,612 Added 46.37%
46,125 $1.5 Billion
Q2 2023

Jul 25, 2023
BUY
$31.45 - $33.77 $769,581 - $826,351
24,470 Added 347.44%
31,513 $1.04 Billion
Q1 2023

May 15, 2023
BUY
$30.43 - $33.38 $214,318 - $235,095
7,043 New
7,043 $227 Million

Others Institutions Holding DFIV

# of Institutions
508
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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