Lodestone Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 25,320 shares of DFSV stock, worth $795,048. This represents 0.36% of its overall portfolio holdings.

Number of Shares
25,320
Previous 23,800 6.39%
Holding current value
$795,048
Previous $670 Million 20.33%
% of portfolio
0.36%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$29.2 - $32.74 $44,384 - $49,764
1,520 Added 6.39%
25,320 $806 Million
Q1 2025

Apr 28, 2025
BUY
$27.56 - $32.1 $655,928 - $763,980
23,800 New
23,800 $670 Million
Q3 2023

Oct 20, 2023
BUY
$24.97 - $27.69 $107,495 - $119,205
4,305 Added 37.7%
15,724 $398 Million
Q2 2023

Jul 25, 2023
BUY
$23.17 - $25.7 $264,578 - $293,468
11,419 New
11,419 $293 Million

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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